Invested Better
Financial Planning Services Advisors in Oak Park, Illinois
30 Results
Unclaimed

J.p. Morgan Securities LLC

location

OAK PARK, IL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Alejandro Pantoja is a financial professional with over 2 years of experience in the financial services industry. Alejandro is a registered representative with J.P. Morgan Securities LLC and has a Series 63, Series 6TO, and SIE license. Alejandro provides financial planning and portfolio management services for individuals and businesses. Alejandro is also registered in California, Illinois, New Jersey, and South Carolina.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

OAK PARK, IL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Amie Elizabeth Marks has been in the financial services industry since May 1995. Amie is a Registered Representative of Raymond James Financial Services Advisors, Inc. Amie is also an Investment Advisor Representative. Amie is registered in 30 states and the District of Columbia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Highpoint Planning Partners | CFP ® (Certifications)

location

OAK PARK, IL

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Barbara Gawdzik is a financial advisor who has been in the industry since April 8, 1987. Currently, Barbara is registered with Highpoint Planning Partners, where Barbara is providing investment advice. Barbara also has previous experience with David A. Noyes & Company, Invest Financial Corporation and GNA Securities, Inc. Barbara is a CERTIFIED FINANCIAL PLANNER™. Barbara has passed Series 31, Series 7, Series 63 and Series 65 exams and is a registered representative in several states including Arizona, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, Missouri, Nevada, North Carolina, Oregon, Pennsylvania, Texas, Washington and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Oak Park, IL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Brian James Bushnell is a financial advisor currently registered with Cambridge Investment Research Advisors, Inc. Brian has over 20 years of experience in the financial services industry. Prior to joining Cambridge, Brian was employed by BMO HARRIS FINANCIAL ADVISORS, INC. and NATCITY INVESTMENTS, INC. Brian holds Series 7, 24, 63 and 66 securities licenses. Brian is a Registered Representative of Cambridge Investment Research, Inc., a Broker/Dealer, and Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., an Investment Advisor. Brian can provide financial advice and investment products to individuals, businesses, and retirement plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

J.p. Morgan Securities LLC

location

OAK PARK, IL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Cara Cascio is a registered representative with J.P. Morgan Securities LLC. Cara has been in the securities industry since 2010. Cara is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, Series 63 and SIE licenses. Cara is also registered with the states of California, Florida, Illinois, Maine, Massachusetts and Michigan. Cara was previously employed by Chase Investment Services Corp.. Cara is currently located at 1048 LAKE STREET in Oak Park, Illinois.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

OAK PARK, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Cayetano Calderon is a registered representative with J.P. Morgan Securities LLC. Cayetano is a licensed securities agent and holds Series 63, Series 6TO and SIE licenses. Cayetano specializes in financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals. Cayetano Calderon has been in the securities industry since February 2023.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

OAK PARK, IL

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Curtis James Hein is a financial advisor with Cambridge Investment Research Advisors, Inc., based in Oak Park, Illinois. Curtis has been in the industry since 1996 and is a registered representative with both FINRA and the state of Illinois, as well as a Registered Investment Advisor in Texas. Curtis has a number of designations and specializations including Certified Financial Planner. Curtis' previous experience includes working with firms such as Citigroup Global Markets Inc., CitiCorp Investment Services, National Securities Corporation, and Madison Securities, Inc. Curtis Hein's firm, Cambridge Investment Research Advisors, Inc., provides a range of financial services including financial planning, portfolio management, and pension consulting. The firm's clients include individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed
location

OAK PARK, IL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Delton Keon Long is a financial advisor at Edward Jones. Delton has been in the industry since October 2012 and has experience in investment advising. Delton is licensed in 31 states and holds the SIE, Series 7 and Series 66 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Edward Jones | CFP ® (Certifications)

location

OAK PARK, IL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Dwight Newton Atchley is a financial advisor with Edward Jones. Dwight has been in the financial services industry since 1992. Dwight is registered to provide investment advice in 22 states and has been with Edward Jones since 2005. Dwight is a Certified Financial Planner™ professional. Dwight helps clients with financial planning, pension consulting, and portfolio management for individuals and businesses. Dwight provides investment advice to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, partnerships, investment clubs, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Equitable Advisors, LLC

location

OAK PARK, IL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Edward Goldschmidt is a financial advisor with Equitable Advisors, LLC. Edward has been in the industry since March 2003. Edward has offices in Oak Park, Illinois and is licensed to provide financial advice in Colorado, Florida, Illinois, Texas, Utah and Wisconsin. Edward is a registered representative of Equitable Advisors, LLC and is a licensed investment advisor. Edward is also a Series 6, 7, 22 and 66 licensed professional.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

Need help matching

with the right advisor?