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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
Mark Pniak (CRD# 4821507) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 11 years of experience in the finance industry. Mark Pniak 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.
Anthony Pozzi (CRD# 2577881) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rockford, IL and has over 29 years of experience in the finance industry.
Ambari Prakash (CRD# 6363363) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 9 years of experience in the finance industry. Ambari Prakash 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 Ptacin (CRD# 3190991) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 24 years of experience in the finance industry. Thomas Ptacin 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.
Ann Ragnar (CRD# 4120722) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockford, IL and has over 14 years of experience in the finance industry.
David Ramage (CRD# 4201521) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 23 years of experience in the finance industry.
William Randall (CRD# 1392233) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rockford, IL and has over 38 years of experience in the finance industry. William Randall 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 Reisinger (CRD# 6401639) is an Investment Advisor Representative working at Edward Jones in Rockford, IL and has over 9 years of experience in the finance industry.
Joseph Reynolds (CRD# 1003497) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rockford, IL and has over 42 years of experience in the finance industry.
Laura Rhoades (CRD# 5103532) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 17 years of experience in the finance industry. Laura Rhoades 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.