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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
Theresa Colson (CRD# 5511267) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Plano, IL and has over 16 years of experience in the finance industry.
Charles Melka (CRD# 2216510) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Glen Ellyn, IL and has over 32 years of experience in the finance industry. Charles Melka 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.
Thomas Aagaard (CRD# 5569194) is an Investment Advisor Representative working at Amplify Investments LLC in Lisle, IL and has over 12 years of experience in the finance industry.
Arturo Abarca (CRD# 5751555) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wheaton, IL and has over 14 years of experience in the finance industry.
Thomas Abbatacola (CRD# 4973788) is an Investment Advisor Representative working at Polen Capital Management, LLC in Geneva, IL and has over 18 years of experience in the finance industry.
Cynthia Aber (CRD# 3025408) is an Investment Advisor Representative working at Primerica Advisors in Lisle, IL and has over 25 years of experience in the finance industry.
Todd Abramson (CRD# 2518026) is an Investment Advisor Representative working at Calamos Advisors LLC in Naperville, IL and has over 5 years of experience in the finance industry.
Sharon Adams (CRD# 1180907) is an Investment Advisor Representative working at L.m. Kohn & Company in Warrenville, IL and has over 38 years of experience in the finance industry.
William Adcock (CRD# 6517341) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Wheaton, IL and has over 9 years of experience in the finance industry.
Sharon Adelmann (CRD# 2167053) is an Investment Advisor Representative working at Prairie Investment Advisors, LLC in Naperville, IL and has over 32 years of experience in the finance industry. Sharon Adelmann 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.