Years of Experience
5-20+ Years
Chicago, IL
19 Years Experience
0 Disclosures
ADVISOR BIO
Benjamin Cohen is a financial advisor with Raymond James & Associates, Inc., with 17 years of experience in the financial industry. Benjamin has a strong track record of providing financial advice and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. Benjamin is a Certified Financial Planner and holds the Series 7, Series 66 and SIE licenses. Benjamin has been registered with the state of Illinois since 2014 and is also registered in Texas. Benjamin's office is located at 303 East Wacker Drive, Suite 2103, Chicago, IL 60654.
SPECIALIZATIONS
CHICAGO, IL
41 Years Experience
0 Disclosures
ADVISOR BIO
Benn Lowell Feltheimer is a financial advisor at Osaic Wealth, Inc. based in Chicago, Illinois. Benn has been in the financial services industry since 1984. Benn holds Series 6, 7, 26, 63 and 65 licenses and has been registered with the Securities and Exchange Commission (SEC) since 1995. Benn has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension plans and pooled investment vehicles. Benn is a member of JCFS and Securities America Advisors, Inc. Benn also provides insurance broker services.
SPECIALIZATIONS
CHICAGO, IL
0 Disclosures
ADVISOR BIO
Bernard Blayer is a financial professional with over 30 years of experience in the industry. Bernard has been registered with Cetera Investment Advisers LLC since February 1998. Prior to that, Bernard worked for Cetera Financial Specialists LLC for over 20 years. Bernard is also a Certified Public Accountant (CPA) and has been involved in various financial services roles for over 30 years. Bernard is currently registered as a Registered Representative in Illinois. Bernard provides a wide range of financial services to individuals and families including financial planning, pension consulting, and portfolio management. Bernard is a highly experienced professional with a strong commitment to helping clients achieve their financial goals.
SPECIALIZATIONS
CHICAGO, IL
39 Years Experience
0 Disclosures
ADVISOR BIO
Bernard G. Allen is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Chicago, Illinois. He is licensed in both Illinois and Texas and has been active in the industry since 1986. Allen has a broad range of experience in the financial industry, including experience with commodities, options, and securities. He is also a registered investment advisor and offers a range of investment services.
SPECIALIZATIONS
CHICAGO, IL
4 Years Experience
0 Disclosures
ADVISOR BIO
Bernardo Guillamon is a financial professional licensed to provide securities and investment advisory services in all 50 states. Bernardo is affiliated with Northern Trust Securities, Inc. Bernardo's career in the industry began on November 11, 2021. Bernardo has experience in providing investment advice and portfolio management services to individuals, businesses, and pooled investment vehicles.
SPECIALIZATIONS
Chicago, IL
16 Years Experience
0 Disclosures
ADVISOR BIO
Bertha Lydia Fernandez is a registered investment advisor representative with Morgan Stanley. Bertha Lydia Fernandez has been in the industry since May 16, 2009. Bertha Lydia Fernandez is licensed in 55 states and jurisdictions, including Alabama, Alaska, and Arizona. Bertha Lydia Fernandez's previous employers include CHASE INVESTMENT SERVICES CORP. and CHARLES SCHWAB & CO., INC. Bertha Lydia Fernandez holds Series 63, Series 65, Series 7 and SIE licenses. Bertha Lydia Fernandez specializes in working with individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities.
SPECIALIZATIONS
Chicago, IL
12 Years Experience
0 Disclosures
ADVISOR BIO
Bertrand Gaudin is a registered representative and investment advisor representative with J.p. Morgan Securities LLC. Bertrand has been in the securities industry since August 26, 2013. Bertrand is licensed in 27 states and the District of Columbia. Bertrand holds the Series 6, 7, 63 and 66 securities licenses. Bertrand has passed the SIE exam. Bertrand is also registered as an investment advisor representative in Illinois and Texas. Bertrand has been employed by J.p. Morgan Securities LLC since March 2013.
SPECIALIZATIONS
CHICAGO, IL
17 Years Experience
0 Disclosures
ADVISOR BIO
Besim Durmishi is an investment advisor representative with Fidelity Personal And Workplace Advisors in Chicago, Illinois. Besim has been in the securities industry since 2008. Besim has a Series 6, 7TO, 63 and 65. Nationwide Investment Services Corporation and Chase Investment Services Corp are previous employers. Besim provides financial planning, portfolio management for individuals and businesses, and educational seminars. Besim owns rental apartments.
SPECIALIZATIONS
CHICAGO, IL
28 Years Experience
0 Disclosures
ADVISOR BIO
Beth Johanna pekol Porto is a registered representative at William Blair. Beth has been in the industry since August 10, 1997 and holds Series 63, Series 7 and Series 16 licenses. Beth specializes in portfolio management for individuals, businesses and pooled investment vehicles.
SPECIALIZATIONS
CHICAGO, IL
5 Years Experience
0 Disclosures
ADVISOR BIO
Beth Kljajic is a financial advisor who is currently registered with J.p. Morgan Securities LLC. Beth has been in the industry since 2018 and has a diverse background in financial services. She has previously worked at HORACE MANN INVESTORS, INC., MML INVESTORS SERVICES, LLC, NYLIFE SECURITIES LLC, and PRUCO SECURITIES, LLC. Beth's primary area of expertise is in providing financial advice to individuals and businesses. Beth is licensed to provide financial advice in California, Florida, and Illinois.
SPECIALIZATIONS