Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Bey is a financial advisor with over 30 years of experience in the industry. James is currently registered with Independent Wealth Network, Inc., where James provides financial planning and portfolio management services to individuals, high-net-worth individuals, and retirement plans. James has previously worked for Kestra Investment Services, LLC., NFP Securities, Inc., and Northwestern Mutual Investment Services, LLC. James is also a Chartered Financial Consultant. James is committed to providing clients with personalized financial advice that helps them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
02/22/2018 - Present
Independent Wealth Network, Inc. (Downers Grove IL)
IL
01/02/2018 - 12/31/2023
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Downers Grove IL)
IL
01/26/2006 - 12/07/2017
KESTRA INVESTMENT SERVICES, LLC (NAPERVILLE IL)
TX
09/10/2003 - 02/02/2005
NFP SECURITIES, INC. (AUSTIN TX)
WI
03/28/1989 - 08/15/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
04/03/1996 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 09/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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