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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
Timothy O'brien (CRD# 2616829) is an Investment Advisor Representative working at Edward Jones in Hobart, IN and has over 17 years of experience in the finance industry.
James O'hara (CRD# 1520800) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Valparaiso, IN and has over 38 years of experience in the finance industry.
Joseph O'keefe (CRD# 1702598) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crown Point, IN and has over 35 years of experience in the finance industry.
Katherine O'neill (CRD# 2126929) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Munster, IN and has over 28 years of experience in the finance industry.
Thomas O'shaughnessy (CRD# 2561923) is an Investment Advisor Representative working at Polaris Wealth Management, LLC in Flossmoor, IL and has over 29 years of experience in the finance industry. Thomas O'shaughnessy 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.
Melissa Osika (CRD# 5249387) is an Investment Advisor Representative working at Herr Capital Management LLC in Chicago, IL and has over 17 years of experience in the finance industry.
Malaquias Paez (CRD# 4949969) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Michigan City, IN and has over 19 years of experience in the finance industry.
Giuseppe Pannarale (CRD# 2528354) is an Investment Advisor Representative working at Lpl Financial LLC in Highland, IN and has over 27 years of experience in the finance industry.
Joanna Pasterczyk (CRD# 6890532) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Merrillville, IN and has over 6 years of experience in the finance industry.
Jonathan Patterson (CRD# 2813004) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Chicago, IL and has over 27 years of experience in the finance industry.