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

Hightower Advisors, LLC

location

CHICAGO, IL

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Shields is a financial advisor with Hightower Advisors, LLC in Chicago, Illinois. John Shields has been in the financial industry since December 2004. John Shields is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). John Shields is also registered with the State of California. John Shields has passed the Series 66, Series 7 and SIE exams. In addition to financial planning, John Shields provides other services such as treasury management, pension consulting and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed
location

CHICAGO, IL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

John Cutler is a financial advisor at William Blair in Chicago, Illinois. John has been in the industry since March 2008 and is currently registered as a Registered Representative in Illinois. John has a background in financial services, having previously worked at UBS Financial Services Inc., Robertson Stephens, Inc. and Donaldson, Lufkin & Jenrette Securities Corporation. John specializes in investments for individuals, businesses, and pooled investment vehicles.

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
location

CHICAGO, IL

experience

46 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

Wells Fargo Clearing Services, LLC

location

CHICAGO, IL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

John Lambros Karkazis is a financial advisor who has been in the industry since November 1995. John currently works for Wells Fargo Clearing Services, LLC and is registered with FINRA and the state of Illinois. John specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors. John has a broad range of experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Prior to joining Wells Fargo, John worked for Citigroup Global Markets Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Northern Trust Securities, Inc.

location

CHICAGO, IL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

John Andrew Tsarwhas is a registered representative with Northern Trust Securities, Inc. based in Chicago, Illinois. John has been active in the industry since September 16, 2018. John is licensed in all states and is registered with FINRA as a Series 3, SIE and Series 7 licensed professional.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
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

Morgan Stanley

location

Chicago, IL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

John Dahle is a financial advisor with over 20 years of experience in the industry. John is currently registered with Morgan Stanley in Chicago, IL. Previously, John was with ASCENSUS BROKER DEALER SERVICES, LLC in NEWTON, MA and NEWPORT GROUP SECURITIES, INC. in LAKE MARY, FL. John holds Series 6, 63, and 65 licenses as well as the SIE exam. John specializes in working with high-net-worth individuals, corporations, and insurance companies, and provides financial planning, portfolio management, and asset allocation advice.

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
location

CHICAGO, IL

experience

7 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

Oppenheimer & Co. Inc.

location

CHICAGO, IL

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Charles Hexamer is a financial advisor with Oppenheimer & Co. Inc. John has been in the financial services industry since 1996 and has been registered with Oppenheimer & Co. Inc. since 2003. Previously, John worked at CIBC World Markets Corp. and Gruntal & Co. Incorporated. John is licensed to provide financial advice in numerous states, including California, Illinois, and New York. John specializes in various areas of financial planning, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. John's expertise and experience make him a valuable resource for individuals and families seeking comprehensive financial advice.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

CHICAGO, IL

experience

44 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

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