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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Dominic DiPuccio is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., in Chicago, Illinois. Dominic has been in the securities industry since September 19, 2018. He has a Series 7, Series 66, and SIE license, and is registered with FINRA and the state of Illinois. Dominic has extensive experience in investment management, portfolio management for businesses and individuals. Dominic's expertise and experience provide valuable insights to the financial planning needs of individuals and businesses.

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

Bankers Life Advisory Services, Inc.

location

CHICAGO, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Dominic William Ruggerio is an investment advisor representative at Bankers Life Advisory Services, Inc. Dominic is licensed in 10 states and holds a Series 63, Series 66 and Series 7 license. Dominic has been in the industry since September 14, 2016, and specializes in retirement planning, college savings, and life insurance. Dominic is dedicated to providing personalized financial advice and investment strategies to help clients achieve their financial goals.

SPECIALIZATIONS

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

IHT Wealth Management LLC

location

CHICAGO, IL

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Dominic Allan Nadeau is a registered investment advisor representative with IHT Wealth Management LLC, a firm based in Chicago, Illinois. Dominic has been in the financial services industry since 1988 and has a broad range of experience. Dominic Allan Nadeau holds Series 6, 63, and 65 licenses and has been registered with FINRA and the SEC.

SPECIALIZATIONS

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

Fountainhead Financial, LLC | CFP ®,CFC ®,CFA ® (Certifications)

location

CHICAGO, IL

disclosure

1 Disclosures

ADVISOR BIO

Dominick Vetrano is a financial advisor with over 30 years of experience in the industry. Dominick has held various roles at firms such as Chauner Securities, Inc. and American Express Financial Advisors Inc. Currently, Dominick is associated with Fountainhead Financial, LLC as a Registered Investment Advisor. He is registered to provide advisory services in Illinois, New Hampshire and Texas. Dominick provides financial planning, selection of other advisors, and portfolio management for individuals. Dominick is a CERTIFIED FINANCIAL PLANNER™ professional, a CHARTERED FINANCIAL CONSULTANT, and a CHARTERED FINANCIAL ANALYST.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

CHICAGO, IL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Dominick Jeffrey Allen is a financial advisor with LPL Financial LLC. Dominick has been in the financial industry for over 10 years. Dominick specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Dominick is also a Certified Financial Planner.

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

Fidelity Personal AND Workplace Advisors

location

CHICAGO, IL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Dominick McCallion is a financial advisor who has been in the industry since 2022. Dominick is currently registered with Fidelity Personal and Workplace Advisors. Previously, Dominick was employed with Ameriprise Financial Services, LLC from 2021 to 2023. Dominick has passed the Series 66, Series 7TO, and SIE exams. Dominick is currently 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
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Nuveen Asset Management, LLC

location

CHICAGO, IL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Dominika Gergely is a financial advisor with over 6 years of experience in the industry. Dominika is currently registered with Nuveen Asset Management, LLC and holds a Series 66, Series 7 and SIE licenses. Prior to joining Nuveen Asset Management, LLC, Dominika worked at BLACKROCK INVESTMENTS, LLC for over 5 years. Dominika specializes in providing financial advice to individuals, corporations, businesses, insurance companies, investment companies, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles.

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

Geowealth Management LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Donal Brendan Falls is an investment advisor representative at Geowealth Management LLC. Donal Falls has been in the industry since January 2017. Donal Falls is registered with the state of Illinois and has passed the Uniform Investment Adviser Law Examination. Donal Falls specializes in providing financial advice to individuals, corporations, and charitable organizations. Donal Falls is also registered as a Registered Representative with Geowealth Management LLC.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

William Blair | CFA ® (Certifications)

location

CHICAGO, IL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Donald Yeomans is a financial advisor with William Blair. Donald has been in the financial industry since 2010 and has a strong track record of success. Donald is a Chartered Financial Analyst and holds the Series 4, 7, 9, 10 and 66 licenses. Donald's expertise includes portfolio management, financial planning and selection of other advisors.

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

disclosure

3 Disclosures

ADVISOR BIO

Donald Lee Roseen is a financial advisor with Lake Street. Donald has been in the financial industry since 1999, holding registrations with both Rothchild Investment Corporation and BANC One Securities Corporation before joining Lake Street. Donald is currently registered in Illinois.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
ERISA SECTION 3(21) CO-FIDUCIARY SERVICES

Need help matching

with the right advisor?