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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
Shane Beckman (CRD# 6461357) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sterling, IL and has over 9 years of experience in the finance industry.
Jeffrey Gee (CRD# 4043814) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sterling, IL and has over 24 years of experience in the finance industry. Jeffrey Gee 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.
Todd Haas (CRD# 6857016) is an Investment Advisor Representative working at Edward Jones in Sterling, IL and has over 6 years of experience in the finance industry. Todd Haas 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.
Richard Hubbard (CRD# 2910167) is an Investment Advisor Representative working at Lpl Financial LLC in Sterling, IL and has over 25 years of experience in the finance industry.
Nicolas Lareau (CRD# 5287189) is an Investment Advisor Representative working at Edward Jones in Sterling, IL and has over 16 years of experience in the finance industry.
Michael Loos (CRD# 5742599) is an Investment Advisor Representative working at Edward Jones in Sterling, IL and has over 14 years of experience in the finance industry.
James McPherson (CRD# 4198160) is an Investment Advisor Representative working at Edward Jones in Sterling, IL and has over 23 years of experience in the finance industry.
Ronald Pozen (CRD# 2218777) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Sterling, IL and has over 31 years of experience in the finance industry.
Leif Wold (CRD# 3112146) is an Investment Advisor Representative working at Edward Jones in Sterling, IL and has over 25 years of experience in the finance industry.
Brett Anderson (CRD# 7303671) is an Investment Advisor Representative working at Lpl Financial LLC in Sterling, IL and has over 2 years of experience in the finance industry.