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

CHICAGO, IL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

John Andrew barry Cella is a registered representative with William Blair & Company L.L.C. in Chicago, Illinois. John has been in the securities industry since June 2018, and has experience with both individual and institutional clients. John is also registered as an Investment Advisor Representative in the state of California.

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

Stifel, Nicolaus & Company, Inc.

location

CHICAGO, IL

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

John William Abe is a financial advisor with Stifel, Nicolaus & Company, Inc., based in Chicago, Illinois. John has been working in the financial services industry since December 23, 1981. John has a diverse background in the financial services industry, having previously worked at Ryan Beck & Co. in Chicago and Gruntal & Co., L.L.C. in New York.

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 Pooled Investment Vehicles
Unclaimed

OAK Family Advisors, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

John Henry Fitzpatrick is an investment advisor representative associated with Oak Family Advisors, LLC. John has been in the industry since 1979 and has been with Oak Family Advisors, LLC since 2010. John is registered with the state of Illinois and holds the Series 7 and Series 65 licenses. John's areas of expertise include financial planning and portfolio management. Oak Family Advisors, LLC specializes in providing financial planning and investment management services to high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

LCM Capital Management Inc.

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

John Michael Nowicki is an investment advisor representative at LCM Capital Management Inc.. John Michael Nowicki is licensed to provide investment advisory services in Illinois, Texas, and Wisconsin. John Michael Nowicki has over 30 years of experience in the securities industry. John Michael Nowicki previously worked at LaSalle St Securities, LLC., Madison Securities, Inc., Dain Rauscher Incorporated, Oppenheimer & Co., Inc., Lehman Brothers Inc., Bear, Stearns & Co. Inc., Dean Witter Reynolds Inc., and Graystone Nash, Inc.. John Michael Nowicki is also a licensed insurance agent.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Bankers Life Advisory Services, Inc.

location

CHICAGO, IL

experience

9 Years Experience

disclosure

7 Disclosures

ADVISOR BIO

John Jeremy Cyprich is a registered representative with Bankers Life Advisory Services, Inc. John has been in the financial services industry since April 5, 2016. John's current registrations include: * Series 66, Uniform Combined State Law Examination - approved in Pennsylvania * Series 7, General Securities Representative Examination - approved in Pennsylvania * Series SIE, Securities Industry Essentials Examination - approved in Pennsylvania John specializes in providing financial planning, portfolio management for individuals, and educational seminars. John also provides selection of other advisers. John's firm, Bankers Life Advisory Services, Inc. is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC) and has over $1 billion but less than $10 billion in regulatory assets under management.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

CHICAGO, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

John W. Scoville is a financial advisor at UBS Financial Services Inc. John has been in the industry since October 12, 2022. John is registered with the state of Illinois as a securities agent and investment advisor representative. John has passed the Series 7, Series 66 and SIE exams. John's office is located at One North Wacker Drive, Suite 3300, Chicago, IL 60606.

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

UBS Financial Services Inc. | CFA ® (Certifications)

location

CHICAGO, IL

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

John William Lisy is a financial advisor with UBS Financial Services Inc. John has been in the industry since 1987. John is a Chartered Financial Analyst and holds several licenses, including Series 7, 3, 31, 63, 66, 9, and 10. John is registered to provide investment advice in 28 states and the District of Columbia.

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

LPL Financial LLC

location

CHICAGO, IL

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Anthony Ruggiero is a financial advisor with LPL Financial LLC based in Oak Brook, IL. John has over 30 years of experience in the financial services industry. John holds the Series 6, 7, 24, and 63 licenses and the SIE designation. John previously worked at Sagepoint Financial, Inc. and has a strong background in providing investment and financial planning services to individuals and families. John also provides consulting and other non-discretionary advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

CHICAGO, IL

experience

45 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Baker Welch is a financial professional with over 35 years of experience in the investment industry. John Welch is currently registered with William Blair and has been with the firm since 2013. Before that, John Welch was registered with Rothschild Investment Corporation from 1988 to 2013. John Welch holds Series 7, Series 63, and Series 65 licenses. John Welch specializes in portfolio management for individuals and businesses, and provides financial planning services. John Welch also has experience in selection of other advisors.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

30 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

John Attard is a financial advisor with over 25 years of experience in the industry. John is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. John's previous experience includes UBS Financial Services Inc., Citigroup Global Markets Inc., and BANC ONE SECURITIES CORPORATION. John holds a Series 63, Series 65, Series 7, Series 31, and Series 52 license. John specializes in working with 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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