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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
Adam Bernthal (CRD# 6354089) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Chicago, IL and has over 9 years of experience in the finance industry. Adam Bernthal 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.
Rebekah Berry (CRD# 3262738) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Chicago, IL and has over 23 years of experience in the finance industry.
Thomas Berry (CRD# 2920289) is an Investment Advisor Representative working at Nuveen Asset Management, LLC in Chicago, IL and has over 22 years of experience in the finance industry.
Michael Besenjak (CRD# 2446658) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 29 years of experience in the finance industry.
Patricia Besser (CRD# 2945923) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL and has over 26 years of experience in the finance industry.
Matthew Bettes (CRD# 4339725) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 21 years of experience in the finance industry. Matthew Bettes 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.
Nicole Betti (CRD# 5307263) is an Investment Advisor Representative working at Nuveen Asset Management, LLC in Chicago, IL and has over 17 years of experience in the finance industry.
Andrew Betts (CRD# 5416586) is an Investment Advisor Representative working at Hightower Advisors, LLC in Chicago, IL and has over 16 years of experience in the finance industry. Andrew Betts 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.
Ashok Bhatia (CRD# 2378849) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in Chicago, IL and has over 5 years of experience in the finance industry.
Avi Bialo (CRD# 6165479) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 10 years of experience in the finance industry.