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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
James Barrett (CRD# 6040059) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 11 years of experience in the finance industry.
Dani Barron (CRD# 5274828) is an Investment Advisor Representative working at The Planning Group in Northfield, IL and has over 17 years of experience in the finance industry.
Eric Bartlett (CRD# 5098332) is an Investment Advisor Representative working at Highpoint Planning Partners in Volo, IL and has over 16 years of experience in the finance industry.
Sam Bartolai (CRD# 1138782) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Barrington, IL and has over 37 years of experience in the finance industry.
Bahman Barzideh (CRD# 4479188) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Barrington, IL and has over 21 years of experience in the finance industry.
Lucas Baschnagel (CRD# 5682477) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Lake Forest, IL and has over 13 years of experience in the finance industry.
Daniel Basinger (CRD# 5767596) is an Investment Advisor Representative working at Victory Wealth Management, LLC in Gilberts, IL and has over 12 years of experience in the finance industry. Daniel Basinger 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.
Erika Bateman (CRD# 4813330) is an Investment Advisor Representative working at Inspirion Wealth Advisors, LLC in Libertyville, IL and has over 19 years of experience in the finance industry. Erika Bateman 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.
Jefferson Batt (CRD# 2758452) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mchenry, IL and has over 27 years of experience in the finance industry. Jefferson Batt 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.