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Terry Michael Finkel

Uhlmann Investment Management, LLC

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About Terry Michael Finkel

Terry Finkel is a registered investment advisor representative with Uhlmann Investment Management, LLC, based in Skokie, Illinois. Terry has been in the industry since January 20, 1986, and has experience in various financial services roles. Terry holds licenses in various states, including Illinois, North Carolina, Oregon, and Wisconsin. Terry is also registered with FINRA. Terry has held previous positions with Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Terry is specialized in providing investment advisory services for individuals and institutions, including pension and profit-sharing plans, charitable organizations, and high-net-worth individuals.

Firm Information

Terry Finkel is currently registered with Uhlmann Investment Management, LLC. Uhlmann Investment Management, LLC is an investment advisor registered with the SEC and based in Skokie, Illinois. The firm manages approximately $237 million in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth. They provide portfolio management services for both individuals and businesses and also offer selection of other advisors. The firm has 6 licensed agents and 9 investment advisor representatives.
Uhlmann Investment Management, LLC

5202 OLD ORCHARD ROAD

SKOKIE, IL 60077

$237.14M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Terry Finkel’s Registration & Firm History

IL

05/14/2018 - Present

Uhlmann Investment Management, LLC (SKOKIE IL)

IL

01/01/2008 - 11/26/2012

WELLS FARGO ADVISORS, LLC (SKOKIE IL)

IL

08/04/1995 - 01/03/2008

A. G. EDWARDS & SONS, INC. (SKOKIE IL)

NY

01/21/1986 - 08/15/1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/10/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terry Michael Finkel.
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