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Distance Only Wilmette, 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
Brian Pugal (CRD# 4626115) is an Investment Advisor Representative working at Resource Financial Group, Ltd. in Wilmette, IL and has over 16 years of experience in the finance industry. Brian Pugal 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.
Sean Rosean (CRD# 5846459) is an Investment Advisor Representative working at Lpl Financial LLC in Wilmette, IL and has over 10 years of experience in the finance industry.
Theodore Rosean (CRD# 1049757) is an Investment Advisor Representative working at Lpl Financial LLC in Wilmette, IL and has over 32 years of experience in the finance industry.
John Rosellini (CRD# 4978090) is an Investment Advisor Representative working at Pgim Investments LLC in Wilmette, IL and has over 16 years of experience in the finance industry.
Daniel Schwarber (CRD# 5551823) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmette, IL and has over 14 years of experience in the finance industry.
Marvin Siegel (CRD# 1974173) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wilmette, IL and has over 32 years of experience in the finance industry.
Steven Siegel (CRD# 1974233) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wilmette, IL and has over 32 years of experience in the finance industry.
Robert Sieja (CRD# 2505422) is an Investment Advisor Representative working at Lpl Financial LLC in Wilmette, IL and has over 22 years of experience in the finance industry. Robert Sieja 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.
Alexander Smith (CRD# 3051206) is an Investment Advisor Representative working at W.r.t. Smith & Company in Wilmette, IL and has over 26 years of experience in the finance industry.
Jeffrey Smith (CRD# 1750020) is an Investment Advisor Representative working at North Shore Investment Consulting LLC in Wilmette, IL and has over 36 years of experience in the finance industry. Jeffrey Smith 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.