James Bey Email & Phone Number
Financial Advisor
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James Bey Location
- Downers Grove, IL, US
James Bey Work
- Financial Advisor @ Independent Wealth Network, Inc. (December 2017 - Present)
- Financial Advisor @ Preferred Wealth Management & Preferred Financial Group (December 2017 - Present)
- Financial Advisor @ (September 2003 - December 2018)
- Cycle Coach @ (January 1999 - June 2003)
- Financial Representative @ (January 1988 - January 2003)
James Bey Education
- Iowa State University - Ivy College of Business
Marketing (Intercollegiate Swimmer, Beta Theta Pi Fraternity)
1983-1987 - Barrington High School 1979-1983
- The American College of Financial Services
CLU (Chartered Life Underwriter)
- The American College of Financial Services
ChFC (Chartered Financial Consultant)
James Bey Skills
- Portfolio Management
- Securities
- Investments
- Risk Management
- Asset Allocation
- Insurance
- Wealth
- Wealth Management
- Investment Management
- Wealth Management Services
- Estate Planning
- Fixed Annuities
- Retirement Planning
- CLU
- Financial Services
- Life Insurance
- ChFC
- Strategic Financial Planning
- Long Term Care
- Disability Insurance
- Personal Finance
- Comprehensive Wealth Management
- Series 7
James Bey Summary
- James Bey, based in Downers Grove, IL, US, is currently a Financial Advisor at Independent Wealth Network, Inc.. James Bey brings experience from previous roles at Preferred Wealth Management & Preferred Financial Group, Partners Wealth Management, The Leukemia & Lymphoma Society and Northwestern Mutual Life. James Bey holds a 1983 - 1987 Marketing in Intercollegiate Swimmer, Beta Theta Pi Fraternity @ Iowa State University - Ivy College of Business. With a robust skill set that includes Portfolio Management, Securities, Investments, Risk Management, Asset Allocation and more. James Bey has 2 emails and 2 mobile phone numbers on RocketReach.
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