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

Raymond James & Associates, Inc.

location

Chicago, IL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Erika Wolek is a financial advisor at Raymond James & Associates, Inc. Erika has been in the financial services industry since May 2015 and holds the Series 66, Series 7 and SIE licenses. Erika's prior experience includes working at UBS Financial Services Inc. and TopstepTrader. Erika provides financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Nuveen Asset Management, LLC

location

CHICAGO, IL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Erika Zabler is a financial professional with over 15 years of experience in the industry. Erika is currently registered as a registered representative with Nuveen Asset Management, LLC and holds various licenses and certifications, including Series 7, Series 24, Series 52, and Series 53. Erika has previously worked with Thrivent Investment Management Inc. and Thrivent Financial for Lutherans. Erika specializes in providing financial advice to individuals, businesses, investment companies, pooled investment vehicles and pension consulting.

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

Morgan Stanley

location

Chicago, IL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Erin Jennifer Haley is a financial advisor with over 13 years of experience in the financial services industry. Erin has been registered with Morgan Stanley since June 2013, and has also previously worked for Citigroup Global Markets Inc. Erin's expertise includes asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals, and investment companies. Erin holds several securities licenses including Series 66, Series 31, and Series 7. Erin is registered in multiple states including Illinois, Texas, and more.

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

Rockefeller Financial LLC

location

Chicago, IL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Erin Elizabeth Kasik is an investment advisor representative at Rockefeller Financial LLC and Rockefeller Capital Management. Erin has been working in the financial services industry since August 29, 2012. Erin holds a Series 7, 9, 10, 24, 63, 65, 99TO, and SIE license. Erin is registered in 52 states and the District of Columbia. Erin specializes in providing financial planning, portfolio management, 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

14 Years Experience

0 Disclosures

ADVISOR BIO

Erin Elizabeth Kinman is a registered Investment Advisor Representative with Arete Wealth Advisors, LLC, a firm headquartered in Chicago, Illinois. Erin has over 10 years of experience in the financial industry and holds the Series 7, Series 66 and SIE licenses. Erin is also registered with the state of Iowa as an Investment Advisor Representative. Before joining Arete Wealth Advisors, LLC, Erin was employed by Dewaay Financial Network, LLC in Clive, Iowa. Erin is a resident of Chicago, Illinois.

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

Robert W. Baird & Co. Inc.

location

CHICAGO, IL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Erin Jelenchick is a financial professional with over 16 years of experience in the industry. Erin is currently registered with Robert W. Baird & Co. Inc. Erin holds the Series 7, Series 99TO and SIE licenses and has been with Baird since 2007. Erin specializes in a variety of investment services, including financial planning, portfolio management, and investment advisory services.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Bankers Life Advisory Services, Inc.

location

CHICAGO, IL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Erin Calabrese is an investment advisor representative at Bankers Life Advisory Services, Inc. Erin has been in the industry since 2003. Erin has worked at several firms in the past including Proequities, Inc., BLC Financial Services, Inc., Wayne Hummer Investments L.L.C., and Focused Investments L.L.C. Erin is also a field development manager for Bankers Life & Casualty. Erin is registered with the state of Illinois and has Series 66, Series 24, SIE, and Series 7 licenses.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Chicago, IL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Erin Pavlopoulos is a financial advisor registered with J.p. Morgan Securities LLC. Erin has been in the financial services industry since 2020 and is licensed in multiple states. Erin specializes in a variety of financial products and services and is committed to providing clients with personalized financial advice.

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

6 Years Experience

0 Disclosures

ADVISOR BIO

Erin Kalsto is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Erin has been in the industry since December 2018. Erin holds the Series 66, 10, 9, 7 and SIE licenses and is registered in 53 states and the District of Columbia. Erin specializes in providing investment advice to individuals, corporations, insurance companies, charitable organizations, pension and profit sharing plans, state or municipal government entities, and high net worth individuals.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Erin Towey is a financial professional with over 20 years of experience in the financial services industry. Erin is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Erin has also held positions at WADDELL & REED, NORTHERN TRUST SECURITIES, INC., UBS FINANCIAL SERVICES INC., BARCLAYS CAPITAL INC., LEHMAN BROTHERS INC., SALOMON SMITH BARNEY INC., and LEGG MASON WOOD WALKER, INCORPORATED. Erin holds the Series 7, Series 63, and Series 66 securities licenses. Erin is also registered as an Investment Advisor Representative in Illinois and Texas. Erin has a demonstrated history of success in providing financial advice to individuals, corporations, and institutions.

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

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