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Financial Consultants in Rockford, IL

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152 results found

Eddie Valdes Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Specialist • Leader • Managers • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Certified Nurse Aide • Nurse • Nurse Practitioner • Model • Operations Manager • Student Worker • High School Diploma • Market Research Analyst

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Merrill Lynch - Rockford, Illinois AreaFinancial Advisorsince Mar 2012JPMorgan Chase Small Business SpecialistJan 2009 - Mar 2012
Skills:
Holistic Financial Planning, Wealth Management, Banking, Bilingual-Spanish, Investments, Market...
Languages:
Spanish
Full Profile

Stacy Hecox Rockford, IL

Professions & Specialties

Financial Consultant • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers

Experience & Education

Position:
Senior Financial Consultant at Midwest Community Bank
Location:
Rockford, Illinois Area
Industry:
Banking
Work history:
Midwest Community Bank Senior Financial Consultantsince Jul 2010Alpine Bank Consumer Loan OfficerJan 2007 - Jul 2010
Full Profile

Tiffany Villarreal Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Analyst • Supervisor • Managers • Analysts • Finance and Accounting Specialist • Biller • Accounts Receivable • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Interim Analytical Support Coordinator at Rockford Health System / Rockford Memorial Hospital,...
Title:
Interim Analytical Support Coordinator at Rockford Health System
Location:
Rockford, Illinois Area
Industry:
Hospital & Health Care
Work history:
Rockford Health System / Rockford Memorial Hospital - Rockford, Illinois AreaInterim Analytical Support Coordinatorsince Jan 2013Rockford Health System / Rockford Memorial Hospital - Rockford, Illinois AreaPatient Financial Counselorsince Oct 2005
Languages:
Spanish
Full Profile

Antonio Filippone Rockford, IL

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Author • Speaker • Counselor • Spokesperson • Representative • Advisor • Instructor • Pedagogue • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Operations Manager • Construction Specialist • Construction Laborer

Experience & Education

Position:
Instructor / Financial Planner Rockford at Rock Valley College, Financial Planner Rockford at...
Title:
Author, Speaker, Instructor, Consultant, Financial Planner -Rockford
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Rock Valley College - Rockford, Illinois AreaInstructor / Financial Planner Rockfordsince Mar 2008Rockford Retirement Resource Center - Rockford, Illinois AreaFinancial Planner Rockfordsince Jan 2002
Skills:
Financial Planner Rockford, Financial Advisor Rockford, Retirement Planning, Fixed Annuities, Term...
Full Profile

Kevin Morrison Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mathematics • Mathematician • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, AAMS at Raymond James
Title:
Financial Advisor at Raymond James
Location:
Rockford, Illinois Area
Industry:
Investment Management
Work history:
Raymond James Financial Advisor, AAMSsince Jul 2007A.G. Edwards & Sons, Inc. Financial Consultant, RPC, AAMSJun 2003 - Jul 2007
Full Profile

Edward Geeser Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Account Service Manager • Client Service Officer • Chairperson • Corporate Executive • Chief Executive • Team Member • Customer Service • Property Manager • Real Estate Manager

Experience & Education

Position:
Sales Executive - Employee Benefits at Williams-Manny Inc.
Title:
Financial Professional
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Williams-Manny Inc. Sales Executive - Employee Benefitssince Sep 2011Merrill Lynch Financial AdvisorAug 2010 - Mar 2011
Full Profile

Dave Rumple Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Office Assistant • Office Clerk • Clerical Specialist • Controller • Manager • Operations Manager • Marketing Manager • Chief Accountant • Tax Accountant • Account Manager • Agent • Sales Representative • Inbound Marketer • Web Marketer • Property Manager • Real Estate Manager

Experience & Education

Position:
Owner, Accountant, Tax & Financial Advisor at Rumple's Tax, Accounting & Consulting Services
Title:
Owner, Rumple's Tax, Accounting & Consulting Services
Location:
Rockford, Illinois Area
Industry:
Accounting
Work history:
Rumple's Tax, Accounting & Consulting Services Owner, Accountant, Tax & Financial Advisorsince Feb 2003Pearl Valley Eggs, Inc Office Manager/ControllerMay 2007 - Dec 2007
Skills:
Tax, Quickbooks, Accountants, Tax Accounting, IRS, Accounting, Financial Planning, Management...
Certifications:
Enrolled Agent (Authorized to Represent Taxpayers Before the IRS), Internal Revenue Service
Full Profile

Kelly Johnson Rockford, IL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Financial Manager • Vice President • Chief Executive • Operations Manager • Retail Salesperson

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER, Financial Advisor at Virtus Capital Partners, LLC an Independent Firm
Title:
CERTIFIED FINANCIAL PLANNER, Financial Advisor at Virtus Capital Partners LLC, an Independent Firm
Location:
Rockford, Illinois Area
Industry:
Investment Management
Work history:
Virtus Capital Partners, LLC an Independent Firm - Byron, ILCERTIFIED FINANCIAL PLANNER, Financial Advisorsince Mar 2013Morgan Stanley Smith Barney - Rockford OfficeAssociate Vice President, Financial AdvisorApr 2005 - Feb 2013
Full Profile

Nathan Arroyave Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Cashier

Experience & Education

Work

Company:
Zales jewelry
Cashier and sales floor lead/ asm
Company:
Thrivent financial - Rockford, IL
Financial advisor

Skills

Retail, Technology, Management, Photography, fashion, design, brand ambassador
Full Profile

Marc Theien Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at AMCORE Bank, Financial Advisor at AMCORE Investment Services
Title:
Financial Advisor at AMCORE Investment Services
Location:
Rockford, Illinois Area
Industry:
Investment Management
Work history:
AMCORE Bank Financial AdvisorAMCORE Investment Services Financial Advisor
Full Profile

Marc Theien Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at AMCORE Bank, Financial Advisor at AMCORE Investment Services
Title:
Financial Advisor at AMCORE Investment Services
Location:
Rockford, Illinois Area
Industry:
Investment Management
Work history:
AMCORE Bank Financial AdvisorAMCORE Investment Services Financial Advisor
Full Profile

Randall Auker Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Stock Broker • Capital Markets Professional • Vice President • Chief Executive Officer • Co-Manager • Marketing Manager • Chief Executive • Corporate Executive • Manager • Operations Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Work

Company:
Lpl financial - Richardson, TX
Financial consultant
Company:
Lpl financial
Financial consultant
Full Profile

Roger Bunger Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Thrivent Financial
Location:
Rockford, Illinois Area
Industry:
Insurance
Work history:
Thrivent Financial Financial Consultant
Full Profile

Craig Homb Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Sr. Financial Advisor at AMCORE Bank
Location:
Rockford, Illinois Area
Industry:
Banking
Work history:
AMCORE Bank Sr. Financial Advisor
Full Profile

Rick Wang Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Producer

Experience & Education

Work

Company:
Monarch solutions llc
Insurance producer
Company:
W. springfield ave - Champaign, IL
Financial advisor

Skills

New Business Development Skills
Full Profile

Bryan Decapite Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Byron Bank
Location:
Rockford, Illinois Area
Industry:
Banking
Work history:
Byron Bank Financial Advisor
Full Profile

Louise Porto Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager

Experience & Education

Work

Company:
Fifth third securities
Investment executive
Company:
Jp morgan chase investment services - Loves Park, IL
Financial advisor
Full Profile

David Showers Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at Insurance
Location:
Rockford, Illinois Area
Industry:
Insurance
Work history:
Insurance Financial advisor
Full Profile

Alex Gary Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Editor • Operations Manager

Experience & Education

Work

Company:
Edward jones investments - St. Louis, MO
Financial advisor trainee
Company:
Rockford register star
Assistant business editor
Full Profile

Brent Brodeski Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Author

Experience & Education

Position:
Chief Executive Officer at Savant Capital Management
Location:
Rockford, Illinois Area
Industry:
Investment Management
Work history:
Savant Capital Management Chief Executive Officersince Oct 1992
Skills:
Financial Planning, Retirement Planning, Estate Planning, Asset Management, Cash Flow, Wealth...
I serve as a Financial Advisor to many of our clients
Full Profile

Eddie Valdes Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Merrill lynch
Financial advisor
Full Profile

Zakia Tolon Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Financial management systems
Financial advisor
Full Profile

Bill Borth Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Real Estate Manager

Experience & Education

Position:
Owner at Borth & Associates, LLC
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Borth & Associates, LLC Ownersince Mar 2008Waddell & Reed Financial Services Financial AdvisorApr 2005 - Aug 2007
Skills:
Financial planning, investment planning, estate and insurance planning, non-profits, small business ...
Full Profile

Scott Laue Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Savant Capital Management
Location:
Rockford, Illinois Area
Industry:
Investment Management
Work history:
Savant Capital Management Financial Advisorsince Feb 2008AMCORE Investment Group, Inc Vice PresidentMar 1998 - Feb 2008
Full Profile

Craig Homb Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Sr. Financial Advisor at AMCORE Bank
Location:
Rockford, Illinois Area
Industry:
Banking
Full Profile

David Boccignone Rockford, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Financial Manager • Chief Executive • Financial Officer • Operations Manager • Advisor • Entertainer

Experience & Education

Position:
Financial Advisor, CERTIFIED FINANCIAL PLANNER at Ameriprise Financial
Title:
Financial Advisor, CERTIFIED FINANCIAL PLANNER, at Ameriprise Financial
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Rockford, Illinois AreaFinancial Advisor, CERTIFIED FINANCIAL PLANNERsince 2002Ameriprise Financial Field Vice President1997 - 2002
Full Profile

Tom Custer Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President at Morgan Stanley Smith Barney
Title:
First Vice President Financial Advisor at Morgan Stanley Smith Barney
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney First Vice Presidentsince Jan 2008Smith Barney 2nd Vice PresidentDec 1997 - Jan 2008
Full Profile

Douglas Lillibridge Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Student in Finance Field
Location:
Rockford, Illinois Area
Industry:
Investment Banking
Work history:
Edward Jones Financial Advisor InternJun 2012 - Aug 2012Knox College - Galesburg, IlStudent ProviderJan 2011 - Jun 2011
Full Profile

Kara Keating Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Management Analyst • Advisor • Analysts • Team Member • Lawyers

Experience & Education

Title:
"If A is a success in life, then A = x + y + z. Work is x; y is play; and z is keeping your mouth shut." -Einstein
Location:
Rockford, Illinois Area
Industry:
Legal Services
Work history:
Merrill Lynch Financial AdvisorDec 2006 - Aug 2007Morgan Stanley Wealth Management AnalystJun 2006 - Oct 2006
Full Profile

Deborah Webb Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Jul 2006Salomon Smith Barney Financial AdvisorNov 1996 - Jul 2006
Full Profile

John Harezlak Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive

Experience & Education

Position:
Benefits & Financial Advisor at Benefit Planning Services, Inc
Location:
Rockford, Illinois Area
Industry:
Insurance
Work history:
Benefit Planning Services, Inc Benefits & Financial Advisorsince Sep 2007AMCORE Bank Vice PresidentOct 2001 - Jun 2007
Skills:
Retirement Planning, Retirement, Small Business, Coaching, Asset Allocation, Strategic Financial...
Full Profile

Brian Aarvig Rockford, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Investment Analyst • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor, Financial Planning Specialist at Morgan Stanley
Title:
Financial Advisor, Financial Planning Specialist, CFP(R), CRPC(R), Portfolio Manager
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisor, Financial Planning Specialistsince Nov 2007Merrill Lynch Financial AdvisorMay 2004 - Nov 2007
Full Profile

Thomas Peterson Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Sep 2008
Full Profile

Kirk Osborne Rockford, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Financial Manager

Experience & Education

Position:
FINANCIAL ADVISOR / Certified Financial Planner at OSBORNE, BLISS, BROWN AND ASSOC A financial...
Title:
FINANCIAL ADVISOR / Certified Financial Planner
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
OSBORNE, BLISS, BROWN AND ASSOC A financial advisory practice of Ameriprise Financial Services, Inc. - 6067 Strathmoor Drive, Rockford, IL 61107FINANCIAL ADVISOR / Certified Financial Plannersince Apr 1981
Certifications:
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Financial Planner Board of Standards, Inc.
Full Profile

Marline Tillery Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Field Agent at American Income Life, Financial Consultant at Midwest Capital Services
Title:
Field Agent at American Income Life
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
American Income Life Field Agentsince Feb 2010Midwest Capital Services Financial Consultantsince Jun 2009
Full Profile

Mary Kasper Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Private Client Advisor at JP Morgan Chase Bank, Financial Advisor at Chase Investment Services
Title:
Private Client Advisor
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
JP Morgan Chase Bank - Rockford, Illinois AreaPrivate Client Advisorsince Apr 2013Chase Investment Services - Rockford, Illinois AreaFinancial Advisorsince 2011
Full Profile

Lori Melling Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Ameriprise Financial - 7160 Argus Drive, Suite 102, Rockford, IL 61107Financial Advisorsince Nov 1999
Full Profile

Chris Thompson Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Leader • Contractor • Managers

Experience & Education

Title:
financial advisor at Thrivent Financial
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Al Grace Appliance Sales ManagerOct 1999 - Nov 2007Grace Appliance Sales ManagerOct 1999 - Nov 2007
Full Profile

Scott Jeffrey Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Whitehead Realtors BrokerJan 2002 - Dec 2008
Full Profile

Tommy Plummer Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive

Experience & Education

Title:
Financial Advisor at Amerprise Financial
Location:
Rockford, Illinois Area
Industry:
Financial Services
Full Profile

Lori Frith Rockford, IL

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Vice President • Financial Manager • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
VP & Portfolio Manager at Rockford Bank and Trust Company
Location:
Rockford, Illinois Area
Industry:
Investment Management
Work history:
Rockford Bank and Trust Company - Rockford, Illinois AreaVP & Portfolio Managersince Dec 2011Savant Capital Management Financial Advisor2010 - 2010
Full Profile

Jamie Meisch Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
First Vice President, Financial Advisor at Morgan Stanley Smith Barney
Location:
Rockford, Illinois Area
Industry:
Financial Services
Full Profile

Dan Reece Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Chase Investments
Title:
Financial Advisor at Chase
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Chase Investments Financial Advisorsince Mar 2011Stifel Nicolaus Financial AdvisorJul 2010 - Mar 2011
Full Profile

Dan Reece Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Chase Investments
Title:
Financial Advisor at Chase
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Chase Investments Financial Advisorsince Mar 2011Stifel Nicolaus Financial AdvisorJul 2010 - Mar 2011
Full Profile

Rod Leezer Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Sales Representative • Customer Service

Experience & Education

Position:
VP Financial Advisor at RBC Wealth Management
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
RBC Wealth Management - Rockford, IllinoisVP Financial Advisorsince Jun 2007Wachovia Securities,LLC - Rockford, IllinoisVP Financial AdvisorSep 1991 - Jun 2007
Full Profile

Matt Montalbano Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Sales Representative • Contractor

Experience & Education

Position:
First Vice President - Financial Advisor at RBC Wealth Management
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
RBC Wealth Management First Vice President - Financial Advisorsince Oct 2005Wachovia Securities Financial Network Financial AdvisorJul 2004 - Oct 2005
Full Profile

John Larson Rockford, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Assistant Vice President • Vice President • Chief Executive • Financial Manager • Advisor • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Vice President at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Merrill Lynch Assistant Vice Presidentsince Jan 2000
Full Profile

Louise Porto Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Advisor at Fifth Third bank, Financial Advisor at JP Morgan - Chase Investment Services,...
Title:
Financial Advisor at Fifth Third Securities
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Fifth Third bank Financial Advisorsince 2009JP Morgan - Chase Investment Services, Illinois Financial Advisorsince 2006
Certifications:
Series 7
Series 63
Full Profile

Gary Lundberg Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Adjunct Instructor • Lecturer • Postsecondary Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Government Administration Officer • Civil Servant • Operations Manager

Experience & Education

Position:
Adjunct Faculty at Judson University, Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Adjunct Faculty at Judson University
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Judson University Adjunct Facultysince Mar 2000Ameriprise Financial Services, Inc. Financial Advisorsince Sep 1997
Full Profile

Mark Forberg Rockford, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Vice President & Financial Consultant at Associated Investments
Title:
Financial Consultant at Associated Bank
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Associated Investments Assistant Vice President & Financial Consultantsince Feb 2006Fifth Third Securities Financial ConsultantJun 2004 - Jan 2006
Full Profile


Financial Consultants near Rockford, IL01122334455JanesvilleDekalbBeloitBelvidereLoves ParkSycamoreStoughtonGenoaWalworthByron