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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
Jeffrey Marrs (CRD# 7508868) is an Investment Advisor Representative working at Morgan Stanley in Rockford, IL and has over 2 years of experience in the finance industry.
Melissa Massino (CRD# 7485111) is an Investment Advisor Representative working at Principal Securities, Inc. in Rockford, IL and has over 2 years of experience in the finance industry.
Mitchell Massino (CRD# 7283533) is an Investment Advisor Representative working at Principal Securities, Inc. in Rockford, IL and has 1 year of experience in the finance industry.
Madison Merdian (CRD# 6767552) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 4 years of experience in the finance industry. Madison Merdian 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.
Jamie Morrow (CRD# 7235385) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rockford, IL and has 1 year of experience in the finance industry.
Benjamin Murray (CRD# 854143) is an Investment Advisor Representative working at Midwest Financial Associates, Inc. in Rockford, IL and has over 33 years of experience in the finance industry.
Andrew Niemoeller (CRD# 7788572) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Abigail O'rourke (CRD# 7800941) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Jared Oates (CRD# 7828550) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Christopher Perry (CRD# 5136658) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rockford, IL and has over 17 years of experience in the finance industry. Christopher Perry 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.