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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
Daisy Fernandez (CRD# 3077566) is an Investment Advisor Representative working at Edward Jones in Rockford, IL and has over 11 years of experience in the finance industry.
Jarid Funderburg (CRD# 4577093) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Alice Gibson (CRD# 7190266) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Rockford, IL and has over 2 years of experience in the finance industry.
Kaleb Gottfred (CRD# 7832173) is an Investment Advisor Representative working at Midland Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Marly Green (CRD# 7294444) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry. Marly Green 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 Handley (CRD# 7291528) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 3 years of experience in the finance industry. David Handley 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.
Chloe Hanson (CRD# 6781912) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has 1 year of experience in the finance industry.
Arthur Henley (CRD# 7142927) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry. Arthur Henley 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.
Haley Hernandez (CRD# 7502026) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 2 years of experience in the finance industry. Haley Hernandez 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.
Benjamin Hoffman (CRD# 7192200) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockford, IL and has 1 year of experience in the finance industry.