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

CHICAGO, IL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Edward Joseph Chandler is a financial advisor with William Blair, a firm that has been in business for over 80 years. Edward has been with William Blair since July 2000, and has a long history of providing investment advice and guidance to clients. He holds the Series 63, 65, and 7 licenses, as well as the SIE. Edward specializes in providing investment advice to individuals, corporations, and businesses. William Blair is a leading investment banking and asset management firm with a strong focus on equity research and corporate finance.

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

Wealth Management

location

Chicago, IL

0 Disclosures

ADVISOR BIO

Edward John Hoynes is a financial advisor with Wealth Management, with over 10 years of experience in the financial services industry. Edward has a broad background in financial services, having worked with both individuals and institutions. Edward holds the Series 6, Series 63 and Series 65 licenses, as well as the SIE exam. Edward specializes in financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
SUB-ADVISOR AND BACK OFFICE SUPPORT SERVICES
Publication of Financial Periodicals
Unclaimed

Arete Wealth Advisors, LLC

location

CHICAGO, IL

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Edward Francis Patrick is a financial advisor with Arete Wealth Advisors, LLC. Edward has been working in the financial industry since November 20, 1984. Edward holds a Series 7 and Series 66 license and is registered in 11 states. Edward's experience includes providing financial advice to high-net-worth individuals, corporations, and pension and profit-sharing plans. Arete Wealth Advisors, LLC is an independent investment advisory firm that provides a range of services to its clients. The firm has offices in Chicago and Melville, New York and specializes in providing financial advice to high-net-worth individuals.

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

Port Capital LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Edward Straus Loeb is an Investment Advisor Representative associated with Port Capital LLC in Chicago, IL. Edward Straus Loeb has been in the securities industry since January 1992. Edward Straus Loeb has a Series 63, Series 65, and Series 24 license. Edward Straus Loeb's previous experience includes working at Harris Associates Securities L.P. from January 1992 to July 2015 in Chicago, IL.

SPECIALIZATIONS

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

Nuveen Asset Management, LLC

location

CHICAGO, IL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Edward Lamson is a financial advisor with Nuveen Asset Management, LLC. Edward has been in the industry since January 13, 2010. Edward holds Series 63, Series 65, Series 7 and SIE licenses. Edward specializes in providing investment advice to corporations or other businesses, individuals, insurance companies, investment companies, charitable organizations, pooled investment vehicles, pension and profit-sharing plans and state or municipal government entities.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Edward Maier is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Edward has been in the industry since June 2004 and has been registered in Illinois since December 2017. Edward has been registered with RAYMOND JAMES & ASSOCIATES, INC., DEUTSCHE BANK SECURITIES INC. and BANC OF AMERICA INVESTMENT SERVICES, INC. in the past. Edward has passed the Series 66, Series 7 and the SIE exams. Edward is licensed to offer investment advisory services in 53 states and jurisdictions. Edward specializes in asset allocation, portfolio management, and investment advice. Edward also offers financial planning services, educational seminars, and research reports. Edward has a history of working with individuals, corporations, and institutional investors. Edward has a strong track record of success in the investment industry.

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

Morningstar Investment Services LLC

location

CHICAGO, IL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Edward Fothergill is an investment advisor representative at Morningstar Investment Services LLC. Edward has been in the financial services industry since 2013. Edward holds the Series 7 and SIE securities licenses and the Series 63 uniform state law exam. Edward has experience providing investment advice to high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Principal Asset Management

location

Chicago, IL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Edward Kakenmaster is a registered representative with Principal Asset Management, a firm that manages over $377 billion in assets. Edward is a licensed Investment Advisor Representative in Illinois and has active registrations across all 50 U.S. states. He is also registered in Illinois as a Broker-Dealer. His areas of expertise include providing investment advice and portfolio management to a wide range of clients, including high-net-worth individuals, businesses, and investment companies. Edward has worked in the financial services industry since 2015, with previous experience at RSM US LLP and Drake University.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SPREAD LENDING MANAGEMENT AND ADVICE; ASSET ALLOCATION SERVICES; PROVIDING MODEL PORTFOLIOS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Eagle Strategies LLC

location

Chicago, IL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Edward Hawley is a financial advisor at Eagle Strategies LLC. Edward has been working in the financial industry since 2013. Edward is licensed to provide investment advice in Illinois and Texas. Edward is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Edward has a wide range of experience in the financial industry, including providing financial planning, portfolio management, and investment advisory services. Edward is committed to providing clients with the highest level of service and expertise.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

CHICAGO, IL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Edward Kuzas is a financial advisor with J.P. Morgan Securities LLC. Edward has been in the financial industry since 2019 and has a diverse background working with individuals, businesses and charitable organizations. Edward holds the Series 7, Series 66 and SIE licenses. Edward's previous employment included roles with Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

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

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