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

UBS Financial Services Inc.

location

CHICAGO, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Allison Johnson is a financial advisor registered with UBS Financial Services Inc. in Chicago, IL. Allison has been active in the financial industry since June 10, 2017, and holds a Series 7, Series 63, and Series 66 license. Allison specializes in providing financial advice to individuals and businesses.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Allison Coleman Schenk has been in the financial services industry since January 1999. Allison is currently registered as a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in the states of Illinois and Texas. Allison is also a registered investment adviser representative. Allison has previously worked at J.P. Morgan Securities LLC and J.P. Morgan Securities Inc. Allison holds several professional licenses including Series 7, Series 10, Series 24, Series 63 and Series 65. Allison specializes in providing financial advice to individuals, corporations and pension and profit-sharing plans. Allison also has experience in portfolio management for businesses and 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

J.p. Morgan Securities LLC

location

Chicago, IL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Allison Novak is a registered representative with J.p. Morgan Securities LLC and has been in the industry since April 24, 2013. Allison Novak is licensed in 53 states and the District of Columbia. Allison Novak has passed the Series 7, Series 63, Series 66 and SIE exams. Allison Novak specializes in providing investment advice to individuals, businesses, and retirement plans. Allison Novak also offers financial planning and portfolio management services. Allison Novak is an employee of both JPMorgan Securities and JPMorgan Bank.

SPECIALIZATIONS

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

Valic Financial Advisors, Inc.

location

CHICAGO, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Allison Gottelt is a financial advisor at Valic Financial Advisors, Inc., in Chicago, Illinois. Allison has been working in the financial services industry since 2023. Allison is registered with the state of Illinois, Series 63, Series 7TO, Series 6TO, and the SIE. Allison specializes in Financial Planning and Portfolio Management for Individuals. Allison also provides selection of other advisors to clients. Allison holds an Agent Appointment with AGIA for Non-Securities Insurance products.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Allyson Baker is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Allyson has been in the industry since February 1, 2019 and holds Series 63, 66, 7TO and SIE licenses. Allyson is registered to provide investment advice in 53 states and is also registered as an investment advisor representative in Illinois, Ohio and Texas. In addition to her work at Merrill Lynch, Allyson is also the owner of Allyson B Photography.

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

Statecon Capital Management, LLC

location

Chicago, IL

0 Disclosures

ADVISOR BIO

Alon Fishbach is an investment advisor representative associated with Statecon Capital Management, LLC. Alon is registered in Illinois and Ohio. Alon is a Series 65 holder. Alon has been in the industry since June of 2008. Statecon Capital Management, LLC manages assets for individuals, including high-net-worth individuals. They also manage assets for their own accounts. Their services include portfolio management for individuals. The firm's compensation arrangements include percentage of assets and performance-based fees.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Chicago, IL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Alondra Clarissa Althaus is a financial advisor currently registered with J.P. Morgan Securities LLC. Alondra has been in the financial services industry since 2019. Alondra holds licenses for Series 66, Series 7TO, and SIE exams. Alondra currently holds licenses in both Illinois and Texas. Alondra has been working for J.P. Morgan Securities LLC since 2022. Alondra has a history of working in the financial services industry, including previous roles with Charles Schwab, Allianz Global Investors and The Law Office of William Csabi.

SPECIALIZATIONS

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

Chicago, IL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Alphonse Gray is a financial advisor at Morgan Stanley with over 15 years of experience in the financial services industry. Gray is registered in 53 states and has a wide range of experience in providing investment advice to individuals, businesses, and institutions. Gray is also a licensed investment advisor representative in Texas and Illinois. Gray has a strong track record of success in helping clients achieve their financial goals. Gray is committed to providing personalized financial advice and building long-term relationships with clients.

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

Fiducient Advisors LLC | CFP ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Altan Oriqilang Wuliji is a financial advisor who has been in the industry since 2009. Altan Wuliji is registered as an investment advisor in Illinois and Texas. Altan Wuliji is associated with Fiducient Advisors LLC, a firm headquartered in Chicago, Illinois. Fiducient Advisors LLC provides investment consulting for individuals and non-profit organizations. The firm specializes in financial planning, pension consulting, educational seminars, and publication of periodicals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING FOR INDIVIDUALS AND NON PROFIT ORGANIZATIONS
Publication of Financial Periodicals
Unclaimed
location

Chicago, IL

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Alton Theodore Davis is a financial advisor with over 30 years of experience in the industry. Alton has been with Morgan Stanley since October 2016. Previously, Alton was a financial advisor at UBS Financial Services Inc. for 16 years. Alton has a strong background in providing financial advice to individuals, businesses, and institutions. Alton is registered to provide financial advice in 47 states and the District of Columbia. Alton has a Series 7, Series 63 and Series 65 licenses. Alton is a dedicated professional who is 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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