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Distance Only Winnetka, 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
Pragna Rohman (CRD# 4048490) is an Investment Advisor Representative working at Wintrust Investments in Winnetka, IL and has over 24 years of experience in the finance industry.
James Rosen (CRD# 5491456) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Winnetka, IL and has over 16 years of experience in the finance industry.
Jason Rotter (CRD# 2534366) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Winnetka, IL and has over 20 years of experience in the finance industry.
Adam Saltzman (CRD# 4212391) is an Investment Advisor Representative working at Northern Trust Securities, Inc. in Winnetka, IL and has over 23 years of experience in the finance industry. Adam Saltzman 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.
Douglas Schmidt (CRD# 2438475) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Winnetka, IL and has over 29 years of experience in the finance industry.
Jeffrey Shepard (CRD# 2112143) is an Investment Advisor Representative working at Eastgate Capital Advisors LLC in Winnetka, IL and has over 30 years of experience in the finance industry.
Julian Van Ostrand (CRD# 4262042) is an Investment Advisor Representative working at Northern Trust Securities, Inc. in Winnetka, IL and has over 18 years of experience in the finance industry.
Michael Vlahandreas (CRD# 5582340) is an Investment Advisor Representative working at Pilot Asset Management LLC in Winnetka, IL and has over 15 years of experience in the finance industry.
Martin Watts (CRD# 6323894) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Winnetka, IL and has over 9 years of experience in the finance industry.
Allison Weinberger (CRD# 6074525) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Winnetka, IL and has over 10 years of experience in the finance industry.