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Distance Only Northfield, IL
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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
Jerome Mancuso (CRD# 2137956) is an Investment Advisor Representative working at World Equity Group, Inc. in Northfield, IL and has over 32 years of experience in the finance industry.
Rodney Mannion (CRD# 1906166) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Northfield, IL and has over 22 years of experience in the finance industry.
Daniel Marcus (CRD# 2091668) is an Investment Advisor Representative working at Marcus Capital, LLC in Northfield, IL and has over 33 years of experience in the finance industry.
William Milano (CRD# 5733723) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Northfield, IL and has over 13 years of experience in the finance industry. William Milano 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.
John Moller (CRD# 2238976) is an Investment Advisor Representative working at Moller Wealth Partners in Northfield, IL and has over 31 years of experience in the finance industry. John Moller 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.
David Murdoch (CRD# 1532875) is an Investment Advisor Representative working at Lind Capital Partners in Northfield, IL and has over 29 years of experience in the finance industry.
Patrick Nord (CRD# 2887913) is an Investment Advisor Representative working at Treetop Wealth Management, LLC in Northfield, IL and has over 26 years of experience in the finance industry. Patrick Nord 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.
Christine Pall (CRD# 403412) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Northfield, IL and has over 32 years of experience in the finance industry.
Ryan Paulsen (CRD# 4295216) is an Investment Advisor Representative working at Mml Investors Services, LLC in Northfield, IL and has over 19 years of experience in the finance industry.
David Pedley (CRD# 3068557) is an Investment Advisor Representative working at Treetop Wealth Management, LLC in Northfield, IL and has over 25 years of experience in the finance industry.