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649 advisors near
60012
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Out of 400,000+ nationwide
Michael G
Series 63, Series 66
Fox River Grove, IL
Fidelity
Michael Germain is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Scura Paley Securities, MS Howells & Co, and O'shares. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves a range of clients including registered investment companies and an IRS-qualified Charitable Gift Fund.
Vicki N
Series 63, Series 65
McHenry, IL
Cetera
Vicki Nielsen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her work history includes roles at Voya Financial Advisors and Integrity Financial Professionals, where she is also president and owner. Nielsen is an alumni member of Leadership Greater McHenry County and participates in local community activities such as the McHenry County Task Force on Aging and serving as a volleyball scorekeeper at Alden-Hebron High & Middle School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing over $256 billion in assets.
Michael R
Series 63, Series 66
Lake Zurich, IL
J.P. Morgan Securities
Michael Rymsza is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, following seven years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.
Sophia C
Series 66
Deer Park, IL
Merrill
Sophia Cajiao serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she works directly with clients to assess their financial situations and introduce them to solutions offered through Merrill and Bank of America. Her approach focuses on helping clients identify their financial goals and develop strategies to pursue them. Sophia holds a Bachelor's Degree from Elmhurst University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). These credentials support her expertise in retirement planning and investment advisory services. Beyond her professional work, Sophia is involved with UNIVERSIDAD UTE, indicating a commitment to community engagement.
Teresa F
Series 66, Series 63
Lake Zurich, IL
J.P. Morgan Securities
Teresa Ferrer is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program is non-discretionary, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting.
Stacey S
Series 66
Wauconda, IL
Edward Jones
Stacey Stickle is a Series 66 licensed financial advisor with Edward Jones, based in Wauconda, IL, and has 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.
Allen H
Series 66
Lake Villa, IL
LPL Financial
Allen Hall is a financial advisor with LPL Financial holding a Series 66 designation and 17 years of industry experience. His career includes roles at Merrill, Bank of America, Edward Jones, and Cetera Advisor Networks. He is also associated with Exemplar Financial Network, operating a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions utilizing both proprietary and third-party strategies, supported by advanced operational tools.
Keith S
CFP®, Series 63, Series 66
Crystal Lake, IL
Wynstone Investment Advisors, LLC.
Keith Schoepke is a CFP® professional with 19 years of industry experience. He is the sole advisor at Wynstone Investment Advisors, LLC, an independent firm based in Crystal Lake, IL. His prior experience includes roles at J.P. Morgan Securities Inc. and LaSalle Financial Services, Inc. Wynstone Investment Advisors serves clients independently, focusing on personalized financial planning and investment management.
Richard A
Series 63, Series 65
Algonquin, IL
Andover Investment Management
Richard Arden is a financial advisor with Andover Investment Management in Algonquin, IL. He holds the Series 63 and Series 65 designations and has 45 years of industry experience. Arden has been with Andover Investment Management since 2001. Andover Investment Management is an independent firm serving clients with personalized investment management and financial planning.
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Finding advisors...
649 advisors near
60012
within the area shown on the map
Out of 400,000+ nationwide