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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
Matthew Baltera (CRD# 6693191) is an Investment Advisor Representative working at Morgan Stanley in Indianapolis, IN and has over 7 years of experience in the finance industry.
Robert Banister (CRD# 1464912) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Columbus, IN and has over 31 years of experience in the finance industry.
Jay Barclay (CRD# 4035158) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Indianapolis, IN and has over 24 years of experience in the finance industry. Jay Barclay 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.
Blake Bartling (CRD# 5500505) is an Investment Advisor Representative working at Edward Jones in Franklin, IN and has over 15 years of experience in the finance industry.
Richard Beachler (CRD# 1322154) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Indianapolis, IN and has over 39 years of experience in the finance industry.
Lisa Beally (CRD# 6887071) is an Investment Advisor Representative working at Edward Jones in Indianapolis, IN and has over 6 years of experience in the finance industry.
Elaine Beaty (CRD# 5968990) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 12 years of experience in the finance industry.
Nancy Beck (CRD# 1399902) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Indianapolis, IN and has over 38 years of experience in the finance industry. Nancy Beck 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 Beck (CRD# 1029688) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greenwood, IN and has over 40 years of experience in the finance industry.
Cherie Becker (CRD# 2946182) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indianapolis, IN and has over 18 years of experience in the finance industry.