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Distance Only Rolling Meadows, IL
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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
Sheila Odlaug (CRD# 5529783) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rolling Meadows, IL and has over 15 years of experience in the finance industry.
Miguel Orjuela (CRD# 2935308) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Meadows, IL and has over 21 years of experience in the finance industry.
David Page (CRD# 2079913) is an Investment Advisor Representative working at Lpl Financial LLC in Rolling Meadows, IL and has over 33 years of experience in the finance industry.
Austin Parker (CRD# 6985713) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Meadows, IL and has over 5 years of experience in the finance industry.
Dominick Passannante (CRD# 6985755) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Meadows, IL and has over 5 years of experience in the finance industry.
Nirdesh Patel (CRD# 2820045) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rolling Meadows, IL and has over 27 years of experience in the finance industry.
Jeffrey Perkins (CRD# 5739767) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Rolling Meadows, IL and has over 14 years of experience in the finance industry.
Gregory Petersen (CRD# 5900685) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rolling Meadows, IL and has over 13 years of experience in the finance industry. Gregory Petersen 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.
Mark Phillips (CRD# 4969817) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Meadows, IL and has over 18 years of experience in the finance industry.
James Podulka (CRD# 2236476) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Meadows, IL and has over 31 years of experience in the finance industry.