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

PFS Investments Inc.

location

CHICAGO, IL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Colten Barnaby is a registered representative with PFS Investments Inc. Colten has been in the industry since October 2015 and is licensed in Illinois and Oklahoma. Colten holds the Series 6, SIE, and Series 63 licenses. Colten's focus is on providing investment advice and portfolio management for individuals. PFS Investments Inc. is a firm based in Duluth, Georgia that provides investment advisory services to individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

CHICAGO, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Conner Buckley is a licensed securities agent registered with the state of Illinois. Conner Buckley has Series 63, Series 6TO, and SIE licenses. Conner Buckley is employed by J.p. Morgan Securities LLC. Conner Buckley has been in the securities industry since March 2023. Conner Buckley is located at 902 N STATE ST, CHICAGO, IL 60610.

SPECIALIZATIONS

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

THE Colony Group, LLC | CFA ® (Certifications)

location

Chicago, IL

0 Disclosures

ADVISOR BIO

Connie A. Johnson is a financial advisor registered with the state of Illinois. Connie is affiliated with The Colony Group, LLC and Bartlett & Co. Wealth Management LLC. Connie has been in the financial services industry for over a decade. Connie has a strong focus on providing financial planning, portfolio management, and other advisory services for individuals, families, and institutions. Connie holds the Chartered Financial Analyst (CFA) designation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Connor Quinlan McHugh is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Connor is registered with FINRA as well as with the state of Illinois, Texas and others. Connor has been in the industry since 2017. Connor holds a Series 7, Series 66 and SIE license. Connor provides portfolio management services to individuals and businesses, and also offers pension consulting and educational seminars.

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

J.p. Morgan Securities LLC

location

Chicago, IL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Connor Jones is a registered investment advisor representative with J.p. Morgan Securities LLC. Connor has been in the financial services industry since August 2022 and is registered in 53 states and the District of Columbia. Connor specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Connor has a Series 66, 7TO and SIE licenses.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Connor R. Hanson is a financial advisor who has been active in the industry since November 5, 2023. Connor is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. in the state of Illinois and Texas. Connor is also a registered investment advisor in the state of Illinois and Texas. Connor's expertise lies in various aspects of financial planning and investment management, including portfolio management for businesses and individuals. Connor has a deep understanding of the financial markets and is committed to providing his clients with personalized advice and strategies to help them achieve their financial goals.

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

Wells Fargo Clearing Services, LLC

location

CHICAGO, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Connor Ruddy is a financial advisor at Wells Fargo Clearing Services, LLC, with over 2 years of experience in the industry. Connor has a Series 66, Series 7 and SIE licenses, and is registered to provide investment advice in Illinois. Connor has a strong track record of helping clients reach their financial goals and provides a variety of services including portfolio management, financial planning, investment consulting, and selection of other advisors. Connor was previously employed at UBS FINANCIAL SERVICES INC., and has experience working with high net worth individuals, corporations, pension plans, and other institutions. Connor is committed to providing clients with personalized advice and strategies that are tailored to their individual needs.

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

2 Years Experience

0 Disclosures

ADVISOR BIO

Connor Florczyk is a registered representative with Morgan Stanley. Connor holds multiple state licenses and has a background in financial services. Connor has been in the financial services industry since 2020 and has experience working at Crescent Bay Advisors in Corona del Mar, CA.

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

RBC Capital Markets, LLC

location

CHICAGO, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Connor Ginley-william is a financial advisor currently registered with RBC Capital Markets, LLC. Connor has been in the financial industry since 2017. Connor holds licenses in both broker-dealer and investment advisor capacities. Connor's firm primarily works with individuals, high-net-worth individuals, corporations, businesses, and retirement plans. Connor is registered with the Securities and Exchange Commission (SEC) and has a strong track record of providing financial advice and investment management services. Connor is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7 and Series 66 license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

Chicago, IL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Connor Holman is a registered investment advisor representative with J.p. Morgan Securities LLC. Connor has been in the financial services industry since 2018. Connor holds the Series 7, Series 63, and Series 65 licenses. Connor is registered to provide investment advice in 53 states and the District of Columbia. Connor's specializations include portfolio management for individuals and businesses, financial planning, and pension consulting.

SPECIALIZATIONS

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

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