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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
Gary Bertacchi (CRD# 1589678) is an Investment Advisor Representative working at Triex Financial Services, Inc. in Orland Park, IL and has over 22 years of experience in the finance industry.
John-marc Berthoud (CRD# 3090606) is an Investment Advisor Representative working at Cornerstone Asset Management, Inc. in Naperville, IL and has over 25 years of experience in the finance industry.
Pamela Bettenhausen (CRD# 4168990) is an Investment Advisor Representative working at Avantax Advisory Services in Frankfort, IL and has over 23 years of experience in the finance industry.
David Beveridge (CRD# 1635062) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Palos Heights, IL and has over 36 years of experience in the finance industry.
James Beverley (CRD# 2844324) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Burr Ridge, IL and has over 27 years of experience in the finance industry. James Beverley 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.
Ronald Bickel (CRD# 4100746) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orland Park, IL and has over 24 years of experience in the finance industry.
Zachary Birkey (CRD# 5266128) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bourbonnais, IL and has over 17 years of experience in the finance industry. Zachary Birkey 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.
Matthew Bish (CRD# 5842681) is an Investment Advisor Representative working at Edward Jones in Oswego, IL and has over 13 years of experience in the finance industry.
Michael Bishop (CRD# 2080104) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Naperville, IL and has over 33 years of experience in the finance industry.
John Bivens (CRD# 2587871) is an Investment Advisor Representative working at Latitude Advisors, LLC in Yorkville, IL and has over 29 years of experience in the finance industry.