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

Hightower Advisors, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Alan Varnishung is an Investment Advisor Representative at Hightower Advisors, LLC. Alan has been in the industry since 2017 and is registered with the state of California. Alan holds a Series 65 license. Alan has previously worked at Riess London and Mercer Advisors. Alan's experience is in financial planning, pension consulting, and portfolio management. Alan is a specialist in retirement planning, college savings, and wealth management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

Equity Services, Inc.

location

CHICAGO, IL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Alana Furlow is a registered representative with Equity Services, Inc. with over 7 years of experience in the financial services industry. Alana is licensed to offer securities and investment advisory services in Illinois, Indiana, Michigan, and Ohio. Alana is currently registered with Equity Services, Inc. and has been previously registered with Ameriprise Financial Services, LLC. Alana holds the Series 66, Series 7, and SIE licenses. Alana is also a registered representative with National Life Group. Alana provides financial planning, portfolio management, and insurance services to individuals, families, and businesses.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

CHICAGO, IL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Albert John Spera is a financial professional with over 20 years of experience in the industry. Albert is currently registered with RBC Capital Markets, LLC. Albert has held previous positions at ABN AMRO Clearing Chicago LLC, ECHOTRADE LLC, REFCO Securities, LLC, and DEAN WITTER REYNOLDS INC.. Albert is also a Registered Options Principal, General Securities Principal and holds Series 3, 7, 31, 55, 63 and 65 licenses.

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
location

CHICAGO, IL

experience

51 Years Experience

0 Disclosures

ADVISOR BIO

Albert Lacher is a financial advisor with over 50 years of experience in the industry. Albert is currently registered with William Blair as a Registered Representative. Albert's expertise includes equity research services, financial planning, selection of other advisors and portfolio management for businesses and individuals. Albert is also licensed to provide investment advisory services in Colorado and Illinois.

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

8 Years Experience

0 Disclosures

ADVISOR BIO

Albert Preniqi is a financial advisor with Bankers Life Advisory Services, Inc. Albert has been in the industry since September 29, 2016. Albert holds the Series 6, Series 63, Series 65 and SIE licenses. Albert is registered in Florida, Michigan and Ohio. Albert specializes in financial planning, portfolio management for individuals, educational seminars, and selection of other advisors.

SPECIALIZATIONS

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

Citigroup Global Markets Inc. | CFP ® (Certifications)

location

CHICAGO, IL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Albert Won Kim is an Investment Advisor Representative associated with Citigroup Global Markets Inc. Albert has 11 years of experience in the securities industry. Albert is currently registered in 21 states as an Investment Advisor Representative. Albert has a Series 7, Series 31, and Series 66 license. Albert is also a Certified Financial Planner. Albert was previously registered with Northern Trust Securities, Inc. and Ameriprise Financial Services, Inc. Albert's current firm is Citigroup Global Markets Inc., a firm with more than $50 billion in assets under management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

CHICAGO, IL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Albert J. Jennings has been in the industry since July 19, 2019 and is currently registered with J.P. Morgan Securities LLC in Illinois and Texas. Albert J. Jennings is also registered as an Investment Advisor Representative in Illinois and Texas. Albert J. Jennings previously worked at BMO Nesbitt Burns Corp. in Chicago, IL and MML Investors Services, Inc. in Springfield, MA. Albert J. Jennings has passed the Series 6, Series 7TO, Series 63 and Series 66 exams and is registered in 53 states and the District of Columbia as a Broker. Albert J. Jennings holds an active Series 66 registration. Albert J. Jennings has also passed the Securities Industry Essentials Examination. Albert J. Jennings is a licensed agent for J.P. Morgan Securities LLC.

SPECIALIZATIONS

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

Bankers Life Advisory Services, Inc.

location

CHICAGO, IL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Alberta Roberts has been in the financial industry since 1997 and is currently an Investment Advisor Representative at Bankers Life Advisory Services, Inc. Alberta holds a variety of licenses and registrations, including a Series 66, Series 63, and a Series 7, which allows Alberta to provide a wide range of investment services. Alberta is also a Principal for the firm and manages the compliance program for both Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc. In addition, Alberta is also responsible for maintaining insurance licenses for Bankers Life Securities General Agency.

SPECIALIZATIONS

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

Bankers Life Advisory Services, Inc.

location

CHICAGO, IL

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Alberto Rivera is a registered Investment Advisor Representative with Bankers Life Advisory Services, Inc. Alberto is also registered as a broker in California and North Carolina and holds Series 7TO and 63 licenses. Alberto has been in the industry since 2005 and currently works with individuals, corporations, and pension and profit-sharing plans. Alberto's areas of expertise include financial planning, portfolio management, and education seminars.

SPECIALIZATIONS

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

THE Mosaic Financial Group, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Alberto Liz is a financial advisor at The Mosaic Financial Group, LLC based in Chicago, IL. Alberto has a wide range of experience in the financial services industry and holds Series 3, 7, 65, and 66 licenses. They previously worked for Goldman Sachs & Co. LLC, CRI Securities, LLC, and Securian Financial Services, INC. Alberto specializes in providing financial planning and portfolio management services to high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREPARATION

Need help matching

with the right advisor?