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James E. Bey , CLU, ChFC

Financial Advisor

jim@partnerswealth.com

Photo of James E. Bey James E. Bey, CLU, ChFC is a financial advisor with Partners Wealth Management. Jim has over 20 years of experience providing comprehensive benefit planning for individuals and businesses. He specializes in group life, health, and disability insurance, and its impact on individual investment and retirement planning. His experience in the financial planning field has earned him membership in the Million Dollar Round Table, an international organization of elite financial service professionals.

Jim is licensed as an Illinois Life, Long-Term Care, and Property & Casualty Producer. Jim is a Registered Representative and an Investment Advisor Representative of NFP Securities, Inc. He currently holds a Series 6: FINRA Investment Company and Variable Contracts Products, Series 63: FINRA Uniform Securities Agent & State Law Examination, and a Series 65: FINRA Uniform Investment Advisor Law Examination license.

Jim is a graduate of Iowa State University's College of Business, where he earned a Bachelor's Degree in Marketing. Jim has also earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College.

Securities and Investment Advisory Services offered through NFP Securities, Inc. (NFPSI), Member FINRA-SIPC. Partners Wealth Management is a member of PartnersFinancial, an affiliate of NFPSI. Partners Wealth Management and NFPSI are not affiliated. NFPSI does not provide tax or legal advice. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all members of Partners Wealth Management offer securities or investment advisory services.