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Portfolio Management for Businesses Advisors in Chicago, Illinois
7,057 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

Chicago, IL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Christian Francaviglia is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. based in Chicago, IL. Christian is a registered representative in Illinois and Texas. Christian holds the Series 66, Series 7TO, and SIE licenses. Christian joined Merrill Lynch in 2021. Christian has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations. Christian provides a range of services, including portfolio management, financial planning, research reports and services, and allocation modeling.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Curi RMB Capital, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Christian Robert Early is an investment advisor representative with Curi RMB Capital, LLC. Christian is registered with the state of Illinois and has been in the industry since 2019. Christian is also a registered investment advisor. Christian holds the Series 65 license. The firm has approximately 8.5 billion dollars in assets under management. Curi RMB Capital, LLC offers a range of advisory services, including portfolio management, financial planning, pension consulting and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SPONSOR, GENERAL PARTNER, MANAGING MEMBER (OR EQUIVALENT) OF POOLED INVESTMENT VEHICLES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

UBS Financial Services Inc.

location

CHICAGO, IL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Christian Blake Morris is an investment advisor representative at UBS Financial Services Inc. with over 10 years of experience in the financial services industry. Christian has been registered with the Securities and Exchange Commission (SEC) since 2009, and is currently licensed in Illinois and Texas. Christian specializes in investment advice, financial planning, and portfolio management for individuals, businesses, and corporations. Christian's experience with J.P. Morgan Securities LLC and UBS Financial Services Inc. allows Christian to provide a comprehensive and tailored approach to financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Rothschild Investment LLC | CFP ® (Certifications)

location

CHICAGO, IL

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christian Geringer is a financial advisor with Rothschild Investment LLC. Christian has been in the industry since 2004 and has a Series 63, 53, 52TO, SIE, and 7 license. Christian has a CFP® designation and is registered in several states as an investment advisor representative. Christian specializes in providing financial advice to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. In addition to Christian's work as a financial advisor, Christian is also a paid-on-call firefighter for the Village of Western Springs, IL.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

CHICAGO, IL

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christian Waite is a financial advisor at William Blair. Christian has been in the financial services industry for over 20 years. Christian has a broad background in the industry with experience at Robert W. Baird & Co., Wachovia Securities, LLC, Prudential Securities Incorporated and Advanced Equities, Inc.. Christian is currently registered as a Registered Representative in Illinois and is licensed to sell securities in Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, New Jersey, Ohio, Oregon, Pennsylvania, Texas, Washington and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
EQUITY RESEARCH SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

CHICAGO, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christian Blancas is a registered representative with J.P. Morgan Securities LLC in Chicago, Illinois. Christian has been in the industry for 2 years and has Series 63, Series 6TO, and SIE licenses. Christian specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Christian works with a variety of client types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Christian's firm, J.P. Morgan Securities LLC, manages more than $50 billion in assets and has over 262,000 clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Arete Wealth Advisors, LLC

location

CHICAGO, IL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Christian Alexander Bulla is a registered investment advisor representative at Arete Wealth Advisors, LLC. Christian has over 3 years of experience in the financial services industry. Christian's areas of focus include portfolio management for individuals and businesses. Christian is also a registered investment advisor representative with Center Street Securities, Inc. in Nashville, Tennessee. Christian's previous experience includes working as an actor for Lifeway Christian Resources and various roles in the hospitality industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
NON-DISCRETIONARY INVESTMENT ADVICE REGARDING SECURITIES OF AFFILIATES OF MASTERWORKS.IO, LLC.
Publication of Financial Periodicals
Unclaimed

Zacks Investment Management, Inc.

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Christian Horcher is a financial advisor at Zacks Investment Management, Inc. based in Chicago, Illinois. Christian has been working as a financial advisor since April 2023. Christian specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Christian is registered as an Investment Advisor Representative in Illinois. Christian is also licensed to provide investment advice to clients in Illinois. Christian has passed the Series 65 and SIE exams.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CREATES AND MANAGES QUANTITATIVE INVESTMENT MODELS THAT ARE LICENSED TO SPONSORS OF UITS AND ETFS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fourstar Wealth Advisors, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Christianna Casey is an Investment Advisor Representative associated with Fourstar Wealth Advisors, LLC. Christianna has been in the industry since 2021 and is registered in Illinois. Her firm specializes in providing financial planning, pension consulting, portfolio management for individuals, and portfolio management for pooled investment vehicles. Christianna is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Mesirow Financial Investment Management, Inc.

location

CHICAGO, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Christin Pomerantz is a financial advisor with over six years of experience in the industry. Christin is registered as an investment advisor representative with Mesirow Financial Investment Management, Inc. in Illinois. Christin has previously worked as a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christin holds licenses including the Series 7, Series 66, and SIE exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles

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