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

Chicago, IL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Desimone is an investment advisor representative at Edward Jones. Christopher is a licensed investment advisor representative with over 20 years of experience in the financial services industry. He is registered in 18 states and has a Series 66, Series 7TO, and SIE licenses.

SPECIALIZATIONS

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

Cibc Private Wealth Advisors, Inc. | CFP ® (Certifications)

location

CHICAGO, IL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Charles Sporer is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, Illinois. Christopher is a Certified Financial Planner and has been in the industry since 2015. Christopher is registered with the state of Illinois and has passed the Series 66, Series 7, and SIE exams. Christopher has worked for several firms, including Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Previously, Christopher was employed by Morningstar and TD Ameritrade, Inc. Currently, Christopher is employed by CIBC Private Wealth.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
INDEX PROVIDER
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Nuveen Asset Management, LLC

location

CHICAGO, IL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Wylie is a financial advisor with Nuveen Asset Management, LLC. Christopher is registered with the state of Illinois. Christopher has been in the financial industry for 4 years. Prior to joining Nuveen Asset Management, LLC, Christopher worked with Waddell & Reed and Ivy Distributors, Inc. Christopher is Series 7, 6, and 66 licensed and has a special focus on investments for high-net-worth individuals, investment companies, pooled investment vehicles, and corporations.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO ADVICE
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Advisory Research Inc. | CFA ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Christopher Harvey is a financial advisor working for Advisory Research Inc. Christopher has 21 years of experience in the financial services industry. Christopher is registered with the state of Illinois and Texas. Christopher is a Chartered Financial Analyst (CFA). Christopher is an investment advisor representative. Christopher works in the Chicago office of Advisory Research Inc.. Advisory Research Inc. is a Registered Investment Advisor that offers financial planning, portfolio management, and investment advice for individuals, businesses, pooled investment vehicles, and investment companies. Advisory Research Inc. has offices in Chicago, Illinois.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

CHICAGO, IL

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Marzec is a financial advisor with over 33 years of experience in the industry. Christopher is registered as a Broker/Dealer with Wells Fargo Advisors Financial Network, LLC in both Illinois and Texas. Christopher is also registered as an Investment Adviser Representative in Illinois and Texas. Previously, Christopher worked at Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher holds Series 7, 31, 63, and 65 licenses along with the Securities Industry Essentials Examination (SIE). Christopher is a member of the Finance Committee at Fair Oaks Presbyterian Church. Christopher is also a 50% owner of FMG Wealth Management LLC. Christopher is a trustee for his mother.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed
location

Chicago, IL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Munroe is a financial advisor with Morgan Stanley. Christopher has been in the industry since November 2012. Christopher is registered with the Securities and Exchange Commission as a broker-dealer and investment advisor representative. Christopher holds a Series 7, Series 63, and Series 66 license. Christopher is also registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Bankers Life Advisory Services, Inc.

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Christopher Cooper is an investment advisor representative with Bankers Life Advisory Services, Inc. Christopher has been in the industry since January 2008. Christopher is registered in Texas as an investment advisor representative. Christopher has a Series 6, Series 63, Series 65 and SIE license. Christopher was previously employed with PROEQUITIES, INC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed
location

CHICAGO, IL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Davis is a registered investment advisor representative at William Blair. Christopher has been working in the financial industry since 2016. Christopher is licensed in several states and has a wide range of experience in portfolio management for individuals, businesses, and pooled investment vehicles. Christopher has worked with various clients, including high-net-worth individuals, corporations, and charitable organizations. Christopher is committed to providing personalized investment advice and helping clients achieve their financial goals.

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

PFS Investments Inc.

location

CHICAGO, IL

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Lee Almore is a financial advisor at PFS Investments Inc. Christopher is a registered representative and has been in the financial industry since 2008. Christopher has passed the Series 63, Series 6, and SIE examinations. Christopher's experience includes working with individuals and businesses. Christopher holds registrations in Illinois and Indiana. Christopher's focus is on providing financial advice and investment management.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Bankers Life Advisory Services, Inc.

location

CHICAGO, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Cox is a financial professional with Bankers Life Advisory Services, Inc. and has been in the industry since 2023. Christopher holds the Series 65 and 6TO securities licenses, as well as the SIE exam. Christopher is registered with the state of Kentucky. Christopher specializes in providing financial planning and investment management services to individuals and families. Christopher offers investment consulting services, including a variety of insurance solutions.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals

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