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

Kovitz Investment Group Partners, LLC | CFP ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Christopher Nicholson is an investment advisor representative at Kovitz Investment Group Partners, LLC. Christopher has been in the industry since May 2014 and has experience working with individuals, high-net-worth individuals, and institutions. Christopher specializes in financial planning, portfolio management, and credit, cash and insurance solutions. Christopher has Series 7, Series 63 and SIE licenses and holds the CFP designation. Christopher is registered with the states of Illinois, Texas, and Wisconsin.

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
CREDIT, CASH AND INSURANCE SOLUTIONS, FAMILY OFFICE SERVICES, CORPORATE EXECUTIVE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

Chicago, IL

0 Disclosures

ADVISOR BIO

Christopher Anest is an investment advisor representative at Ofs, a firm headquartered in McLean, Virginia. Christopher has been a registered investment advisor representative in Illinois since 2018. Christopher has a Series 65 license and has experience working with high net worth individuals, corporations, and other businesses. Christopher's specializations include asset allocation, portfolio management, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed
location

CHICAGO, IL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Ehley is a registered representative with William Blair & Company. Christopher has been in the industry since August 2011 and is licensed in Illinois. Christopher holds the Series 66, Series 7, Series 24, and SIE licenses. Christopher is a financial advisor with a focus on providing financial planning, portfolio management services, and investment advice to individual and business clients. Christopher is also a Registered Investment Advisor.

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
location

Chicago, IL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Christopher M Porcelli is a financial advisor registered with Morgan Stanley. Christopher Porcelli has been in the industry since November 24, 2010. Christopher Porcelli is licensed in the state of Illinois and Texas as a Registered Representative. Christopher Porcelli is also a Registered Investment Advisor in the state of Illinois and Texas. Christopher Porcelli is registered with FINRA. Christopher Porcelli has 30 state registrations. Christopher Porcelli's professional experience includes previous roles with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC.

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

J.p. Morgan Securities LLC

location

Chicago, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Brereton is a financial advisor who is registered with J.p. Morgan Securities LLC. Christopher has been in the industry since March 2023, and is registered in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Christopher holds Series 63, Series 7TO, and SIE licenses. Christopher specializes in providing financial advice to individuals, corporations and institutions.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

CHICAGO, IL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Christopher J Spina is a financial advisor at Ameriprise Financial Services, LLC. Christopher has been in the industry for over 4 years. Christopher has licenses to sell securities in Illinois and New York. Christopher has Series 7TO, Series 63, and Series 65 securities licenses. Christopher has experience providing financial planning, asset allocation services, and portfolio management. Christopher is located in Chicago, IL, and is registered with Ameriprise Financial Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
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

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
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

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

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