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

Cibc Private Wealth Advisors, Inc. | CFA ® (Certifications)

location

Chicago, IL

0 Disclosures

ADVISOR BIO

Gordon C. Scott is an Investment Advisor Representative with CiBC Private Wealth Advisors, Inc. Gordon has been in the industry since July 2002. Gordon is registered with the state of Illinois. Gordon is also a Chartered Financial Analyst and specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

CHICAGO, IL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Gordon George Pan is a financial advisor with over 20 years of experience in the industry. Gordon is currently registered with Robert W. Baird & Co. Inc. in Florida and Illinois. Gordon is a Series 7, 24, 66 and SIE licensed professional.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Gordon Kaye is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Chicago, IL. Gordon Kaye has been in the securities industry since January 11, 2018. Gordon Kaye is registered with FINRA as a Registered Representative and is licensed as an Investment Advisor in Illinois and Texas. Gordon Kaye's specializations include Retirement, College Savings, Estate Planning, Income and Portfolio Management. Gordon Kaye is also active in the community, volunteering their time to help others.

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

Vestor Capital, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Grace Martin is a registered Investment Advisor Representative (IAR) with Vestor Capital, LLC. Grace is licensed in Illinois and holds the Series 65 license. Grace Martin has worked at Vestor Capital since March 2024. Prior to that, she worked at The Mather Group in Chicago, IL from June 2022 to March 2024. Grace specializes in providing financial advice and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans. Grace also provides credit and cash management solutions and insurance solutions.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Publication of Financial Periodicals
Unclaimed
location

Chicago, IL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Grace Margaret Grifferty is a registered representative of Morgan Stanley. Grace has been in the industry for 4 years and is registered in 30 states. She specializes in asset allocation, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Grace is dedicated to providing her clients with personalized financial advice to help them achieve their goals.

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

J.p. Morgan Securities LLC

location

CHICAGO, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Grace Elizabeth Platt is an investment advisor representative at J.P. Morgan Securities LLC. Grace has been in the industry since October 2022 and has worked in various roles at companies such as Madewell, H & R Block, Flat Branch Pub & Brewing, Midland Loan Services, True Guard Aquatics, Katie Cowan, Ya Ya's Euro Bistro, Tomahawk Ridge Aquatic Center, J Crew, Chipotle, Drive 5 Inc, and Unemployed. Grace is licensed in both Illinois and Texas. Grace is a member of the FINRA, and has a strong track record of providing financial advice to a wide range of clients. She is committed to providing personalized financial planning services to help individuals and families reach their financial goals.

SPECIALIZATIONS

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

THE Huntington Investment Co.

location

CHICAGO, IL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Grace Kerns is a registered representative with The Huntington Investment Co. Grace has been in the industry since 2023 and is currently registered with FINRA and the Huntington. Grace holds the Series 7TO and SIE exams. Grace's specializations include 4, 5, and 6.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

CHICAGO, IL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Grace Hussar is an investment professional affiliated with J.P. Morgan Securities LLC. Grace is registered with the state of Illinois. Grace has a Series 63, Series 6TO and SIE securities license. Grace is also active as a Registered Representative and Investment Advisor Representative.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

CHICAGO, IL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Grace Flynn is a financial advisor currently registered with Fidelity Personal And Workplace Advisors in Chicago, IL. Grace has been in the financial industry since 2023. Grace is licensed to provide investment advice and has a Series 66, Series 7TO, and a SIE license. Grace specializes in financial planning, portfolio management for individuals and businesses, and provides educational seminars. Grace has been employed by Fidelity since May 2023. Prior to this, Grace worked with Aviva Investors and Marquette University.

SPECIALIZATIONS

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

Chicago, IL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Graeme Wilson is a financial advisor at Morgan Stanley with over 15 years of experience in the industry. Graeme has been a registered representative since 2007 and holds Series 7, Series 66, and SIE licenses. Prior to joining Morgan Stanley, Graeme worked at UBS Financial Services Inc and J.P. Morgan Securities Inc. Graeme specializes in providing financial planning, portfolio management, and asset allocation advice to individuals, businesses, and institutions. Graeme is a highly experienced and knowledgeable financial advisor, committed to helping clients achieve their financial goals.

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

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