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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
Paul Bartony (CRD# 2666151) is an Investment Advisor Representative working at Nuveen Asset Management, LLC in Chicago, IL and has over 23 years of experience in the finance industry.
Lois Basil (CRD# 5899498) is an Investment Advisor Representative working at Savant Wealth Management in Chicago, IL and has 1 year of experience in the finance industry. Lois Basil 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.
Lavanya Batchu (CRD# 5701715) is an Investment Advisor Representative working at Mesirow Financial Investment Management, Inc. in Chicago, IL and has over 10 years of experience in the finance industry.
Jessica Bates (CRD# 6795142) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL and has over 6 years of experience in the finance industry.
Marianne Bates (CRD# 6079376) 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.
Timothy Bates (CRD# 5850548) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 12 years of experience in the finance industry. Timothy Bates 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.
Dino Battaglia (CRD# 2325938) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chicago, IL and has over 30 years of experience in the finance industry.
Aaron Bauer (CRD# 4909474) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 18 years of experience in the finance industry.
Richard Baur (CRD# 2733789) is an Investment Advisor Representative working at Nuveen Asset Management, LLC in Chicago, IL and has over 27 years of experience in the finance industry.
Andrew Baxley (CRD# 6577215) is an Investment Advisor Representative working at The Planning Center, Inc. in Chicago, IL and has over 8 years of experience in the finance industry. Andrew Baxley 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.