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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
Jonathan Barkley (CRD# 5295890) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 17 years of experience in the finance industry.
Sarah Barlup (CRD# 4277437) is an Investment Advisor Representative working at Nuveen Asset Management, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Christopher Barnard (CRD# 2634004) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Oakbrook Terrace, IL and has over 26 years of experience in the finance industry.
Rachel Barnard (CRD# 5523997) is an Investment Advisor Representative working at Midway Capital Research & Management LLC in Chicago, IL and has over 16 years of experience in the finance industry.
Malgorzata Barnas-Majkrzak (CRD# 4373318) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 17 years of experience in the finance industry.
David Barnd (CRD# 6203684) is an Investment Advisor Representative working at Nuveen Asset Management, LLC in Chicago, IL and has over 9 years of experience in the finance industry.
Don Barnes (CRD# 1850777) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Burr Ridge, IL and has over 34 years of experience in the finance industry. Don Barnes 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.
Theodore Barnhart (CRD# 2463422) is an Investment Advisor Representative working at Barnhart Investment Advisory in Elmhurst, IL and has over 30 years of experience in the finance industry.
Lori Barone (CRD# 2988502) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Burr Ridge, IL and has over 26 years of experience in the finance industry. Lori Barone 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.
Vincent Barone (CRD# 6496541) is an Investment Advisor Representative working at Aaron Wealth Advisors in Chicago, IL and has over 6 years of experience in the finance industry.