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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Susan Oleari (CRD# 6660230) is an Investment Advisor Representative working at Trifecta Capital Advisors, LLC in Northbrook, IL and has over 2 years of experience in the finance industry.
Eleni Patel (CRD# 6487407) is an Investment Advisor Representative working at Equitable Advisors, LLC in Northbrook, IL and has over 9 years of experience in the finance industry.
Gary Patzik (CRD# 2444929) is an Investment Advisor Representative working at Mulberry Capital Management LLC in Northbrook, IL and has over 3 years of experience in the finance industry.
Ivanna Pyzhova (CRD# 6000526) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northbrook, IL and has over 9 years of experience in the finance industry.
Charles Rosen (CRD# 7618604) is an Investment Advisor Representative working at Aegis Capital Corp. in Northbrook, IL and has 1 year of experience in the finance industry.
James Ruddy (CRD# 7278396) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northbrook, IL and has over 2 years of experience in the finance industry.
Thomas Russell (CRD# 4659658) is an Investment Advisor Representative working at Huntington Financial Advisors in Northbrook, IL and has over 10 years of experience in the finance industry.
Caroline Sarles (CRD# 7870258) is an Investment Advisor Representative working at Hokin Investment Advisors Inc. in Northbrook, IL and has 1 year of experience in the finance industry. Caroline Sarles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Barry Skolak (CRD# 3054173) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Northbrook, IL and has over 26 years of experience in the finance industry.
Jennifer Tomasino (CRD# 5639834) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northbrook, IL and has over 6 years of experience in the finance industry.