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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
William Ake (CRD# 2293393) is an Investment Advisor Representative working at Van Ake Capital LLC in Winnetka, IL and has over 30 years of experience in the finance industry.
Emil Aldaddah (CRD# 5875696) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Winnetka, IL and has over 10 years of experience in the finance industry.
Basil Alsikafi (CRD# 4677459) is an Investment Advisor Representative working at White Brook Capital in Winnetka, IL and has over 8 years of experience in the finance industry.
William Anderson (CRD# 1186876) is an Investment Advisor Representative working at Eastgate Capital Advisors LLC in Winnetka, IL and has over 24 years of experience in the finance industry.
Benjamin Armstrong (CRD# 1892842) is an Investment Advisor Representative working at Conifer Bay Capital LLC in Winnetka, IL and has over 34 years of experience in the finance industry.
Justin Blades (CRD# 5178854) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Winnetka, IL and has over 17 years of experience in the finance industry.
Kathryn Carroll (CRD# 6564615) is an Investment Advisor Representative working at Hartline Investment Corporation in Winnetka, IL and has over 8 years of experience in the finance industry.
Robert Cheney (CRD# 2825660) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Winnetka, IL and has over 19 years of experience in the finance industry.
Stephen Cless (CRD# 4145576) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Winnetka, IL and has over 23 years of experience in the finance industry. Stephen Cless 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.
Kirsten Cooper Thiam (CRD# 5187277) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Winnetka, IL and has over 13 years of experience in the finance industry.