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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
David Bakker (CRD# 4565140) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 21 years of experience in the finance industry.
Helen Balch (CRD# 1394218) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL and has over 37 years of experience in the finance industry.
Christopher Baldwin (CRD# 1157940) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL and has over 40 years of experience in the finance industry.
Patrick Baldwin (CRD# 2019325) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL and has over 33 years of experience in the finance industry.
Clayton Balko (CRD# 5937004) is an Investment Advisor Representative working at Rockefeller Capital Management in Chicago, IL and has over 12 years of experience in the finance industry.
Rachel Ballengee (CRD# 5344019) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 16 years of experience in the finance industry. Rachel Ballengee 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.
Robert Banas (CRD# 1749832) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chicago, IL and has over 36 years of experience in the finance industry.
Philip Bandle (CRD# 2802520) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 27 years of experience in the finance industry.
Mohammad Barakat (CRD# 5944151) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL and has over 11 years of experience in the finance industry.
James Barasa (CRD# 4603972) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in Chicago, IL and has over 22 years of experience in the finance industry.