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

UBS Financial Services Inc.

location

CHICAGO, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Danielle Janet Blaser is an Investment Advisor Representative who is currently registered with UBS Financial Services Inc. Danielle has a wide range of experience in the financial industry. Prior to joining UBS Financial Services Inc., Danielle was an Investment Advisor Representative at M1 Finance LLC, and has also worked in various roles at AWA Meetings, Self Employed, Exmoor Country Club, Earls Bar and Kitchen, Boston University, Intellia Theraputics, and For the love of the game Tennis Camp. Danielle is dedicated to providing her clients with personalized financial advice and guidance.

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

J.p. Morgan Securities LLC

location

CHICAGO, IL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Danielle Lara is a registered representative with J.P. Morgan Securities LLC and has been in the industry since April 11, 2019. Danielle holds Series 63, Series 6TO and SIE licenses. Danielle specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

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

17 Years Experience

0 Disclosures

ADVISOR BIO

Danielle Vandehaar is an investment advisor representative with Arete Wealth Advisors, LLC in Chicago, Illinois. Danielle has been in the industry since 2007 and has a combined 10 years of experience. Danielle has passed both the Series 7 and the Series 66 exams, indicating a breadth of knowledge in securities markets and investments. Danielle has prior experience with DeWaay Financial Network, LLC and MetLife Securities Inc.. Danielle specializes in portfolio management, financial planning and pension consulting.

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

Bankers Life Advisory Services, Inc.

location

CHICAGO, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Danielle Louise George is a financial professional with over 17 years of experience in the financial services industry. Danielle George is currently registered with Bankers Life Advisory Services, Inc. and holds Series 6, 7TO, 63, and 66 securities licenses. Danielle George specializes in providing financial planning, investment management, and educational seminars to individuals, high-net-worth individuals, and pension and profit-sharing plans.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

CHICAGO, IL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Danielle Marie Hennesen is a financial advisor with LPL Financial LLC. Danielle is registered to provide investment advice in Illinois, New York, Washington and Wisconsin. Danielle has been in the industry since April 2015. She holds Series 63, Series 7 and SIE licenses. Danielle also holds the Certified Financial Planner designation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Propel Financial Advisors, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Danielle N Woods is an Investment Advisor Representative at Propel Financial Advisors, LLC. Danielle has been in the industry since 2011 and holds a Series 65 license. Danielle specializes in working with high-net-worth individuals and individuals other than high-net-worth. She has experience in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both businesses and individuals. In addition to her work at Propel Financial Advisors, LLC, Danielle is also the owner of DW Agosto Tax Planning LLC, which provides tax planning and preparation services.

SPECIALIZATIONS

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

PFS Investments Inc.

location

CHICAGO, IL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Danilo Santillan is a financial professional with over 20 years of experience in the securities industry. Danilo is registered with PFS Investments Inc. and holds Series 6, Series 26, and Series 63 licenses. Danilo is currently registered in California, Florida, Illinois, and Washington. Danilo specializes in providing financial advice to individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Avantax Planning Partners, Inc. | CFP ® (Certifications)

location

Chicago, IL

experience

7 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Daniyal Ahmed, I is a financial advisor who has been in the industry since October 2017. Daniyal is currently registered with Avantax Planning Partners, Inc. as an Investment Advisor Representative. Daniyal has also been previously registered with PROEQUITIES, INC. and AXA ADVISORS, LLC. Daniyal holds the Series 66, Series 7 and SIE securities licenses. Daniyal is also a Certified Financial Planner. Daniyal's specialties include 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
Unclaimed

Oppenheimer & Co. Inc.

location

CHICAGO, IL

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Danny Lane Kyle is a financial advisor with over 30 years of experience in the financial services industry. Danny is currently registered with Oppenheimer & Co. Inc. in the states of Illinois, Louisiana, and Texas. Danny has previously been registered with CIBC WORLD MARKETS CORP. and MCDONALD & COMPANY SECURITIES, INC.

SPECIALIZATIONS

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

Bankers Life Advisory Services, Inc.

location

CHICAGO, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Danny Lai is a registered representative with Bankers Life Advisory Services, Inc. located in Chicago, IL. Danny has been in the industry since 2015 and holds a Series 63, Series 6, and Series 65 license. Danny Lai is also a registered investment advisor representative in Indiana. Danny's current employer, Bankers Life Advisory Services, Inc. manages approximately $1 Billion to $10 Billion in assets. Bankers Life Advisory Services, Inc. offers investment advice to individuals and families, provides financial planning services, and offers educational seminars.

SPECIALIZATIONS

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

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