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Distance Only Oakbrook Terrace, 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
Brian Cahill (CRD# 2926351) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oakbrook Terrace, IL and has over 26 years of experience in the finance industry.
Patrick Calhan (CRD# 4045087) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Oakbrook Terrace, IL and has over 23 years of experience in the finance industry.
Patrick Calkins (CRD# 1051027) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Oakbrook Terrace, IL and has over 34 years of experience in the finance industry.
Ryan Callahan (CRD# 5378205) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Oakbrook Terrace, IL and has over 16 years of experience in the finance industry.
Christina Castrejon (CRD# 4994177) is an Investment Advisor Representative working at Sage Private Wealth Group, LLC in Oakbrook Terrace, IL and has over 18 years of experience in the finance industry. Christina Castrejon 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.
Desmond Cato is a Wealth Management Advisor that hopes to play a vital role in the lives of his clients, helping them plan for the lifestyle they want and connecting them to the options that are best.
Dez specializes in helping individuals in the areas of wealth management, retirement distribution planning, tax mitigation, business succession planning, amongst other financial planning related topics. Every portfolio is built for the long term, managed with a keen eye on risk, and created to put your needs front and center, where they belong.
Desmond holds FINRA Series 7 and Series 66 licenses....
Valbona Ceci (CRD# 6826287) is an Investment Advisor Representative working at Mariner Wealth in Oakbrook Terrace, IL and has 1 year of experience in the finance industry. Valbona Ceci 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.
Mariano Cinardi (CRD# 3125426) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Oakbrook Terrace, IL and has over 25 years of experience in the finance industry.
Molly Coleman (CRD# 1315240) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Oakbrook Terrace, IL and has over 38 years of experience in the finance industry.
Niki Condos (CRD# 4403867) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Oakbrook Terrace, IL and has over 21 years of experience in the finance industry.