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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
Daniel Osborn (CRD# 5906150) is an Investment Advisor Representative working at Harbour Investments, Inc. in Rockford, IL and has over 13 years of experience in the finance industry.
Kirk Osborne (CRD# 725201) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockford, IL and has over 43 years of experience in the finance industry.
William Osborne (CRD# 1305528) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Rockford, IL and has over 37 years of experience in the finance industry.
Frank Osman (CRD# 5978105) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 12 years of experience in the finance industry. Frank Osman 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.
Dominick Parillo (CRD# 6384139) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry. Dominick Parillo 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.
Jennifer Parrish (CRD# 6892735) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 6 years of experience in the finance industry.
Michael Petersen (CRD# 4794692) is an Investment Advisor Representative working at Principal Securities, Inc. in Rockford, IL and has over 19 years of experience in the finance industry.
Kelli Peterson (CRD# 6902094) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry. Kelli Peterson 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 Peterson (CRD# 3019838) is an Investment Advisor Representative working at Lpl Financial LLC in Rockford, IL and has over 24 years of experience in the finance industry.
Christopher Plagge (CRD# 2567886) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 7 years of experience in the finance industry.