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Portfolio Management for Businesses Advisors in Chicago, Illinois
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Unclaimed

Hightower Advisors, LLC | CFP ® (Certifications)

location

CHICAGO, IL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Small is a financial advisor with over 10 years of experience in the industry. Kevin is registered with Hightower Advisors, LLC and provides financial planning, portfolio management, and other services to individuals, businesses, and institutions. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional and has a Series 7, Series 66 and SIE licenses. Kevin has experience with a wide range of investment products and services, including stocks, bonds, mutual funds, and exchange-traded funds. Kevin has been recognized as a leader in the financial services industry and is committed to providing his clients with the highest level of service.

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

Rockefeller Financial LLC | CFA ® (Certifications)

location

Chicago, IL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Langan Finin is a financial advisor currently registered with Rockefeller Financial LLC and Rockefeller Capital Management. Kevin Langan Finin is licensed to provide investment advice and services in multiple states, including Massachusetts, New York, and Texas. Kevin Langan Finin has been active in the financial industry since June 25, 2014, and previously worked for First Republic Securities Company, LLC, Sanford C. Bernstein & Co., LLC, and Ameriprise Financial Services, Inc. Kevin Langan Finin holds the Series 66, Series 7, and SIE licenses.

SPECIALIZATIONS

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

Zacks Investment Management, Inc.

location

CHICAGO, IL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Antosz is a financial advisor with Zacks Investment Management, Inc. He has been in the financial services industry for over 10 years and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Kevin is registered with the Securities and Exchange Commission (SEC) and holds the Series 66, Series 7, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CREATES AND MANAGES QUANTITATIVE INVESTMENT MODELS THAT ARE LICENSED TO SPONSORS OF UITS AND ETFS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Zacks Investment Management, Inc.

location

CHICAGO, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Kevin J Graham is an investment advisor representative associated with Zacks Investment Management, Inc. located in Chicago, Illinois. Kevin J Graham has been in the securities industry since April 3, 2017 and holds a Series 63, Series 65, Series 7 and SIE licenses. Kevin J Graham has previous experience at HALO SECURITIES, LLC, E*TRADE SECURITIES LLC, and LBMZ SECURITIES, INC..

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CREATES AND MANAGES QUANTITATIVE INVESTMENT MODELS THAT ARE LICENSED TO SPONSORS OF UITS AND ETFS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

CHICAGO, IL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Brian Cavin is a financial professional with over 20 years of experience in the industry. Kevin is currently registered with Stifel, Nicolaus & Company, Inc. and has held previous positions with STERNE, AGEE & LEACH, INC. and FTN FINANCIAL SECURITIES CORP. Kevin holds a Series 63, Series 7, Series 24, and SIE license and is licensed to provide financial advice in Illinois.

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

Bankers Life Advisory Services, Inc.

location

CHICAGO, IL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Calabria Morris is a financial advisor who is registered with the Securities and Exchange Commission. Kevin is also registered with the Financial Industry Regulatory Authority and is a registered representative in several states. Kevin is affiliated with Bankers Life Advisory Services, Inc. in Chicago, IL. The firm's office is located at 303 E. WACKER DRIVE, 5TH FL, Chicago, IL 60601. Kevin's clients include high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Kevin is able to provide financial planning services, educational seminars, and selection of other advisors. The firm is registered with the SEC and is a member of FINRA.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Kevin J Trunk is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc., registered in 43 states. Kevin has been active in the financial services industry since November 2011, and holds Series 66, SIE and Series 7 licenses. Kevin's area of expertise includes investment management, portfolio management for businesses and individuals, and pension consulting.

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
location

Chicago, IL

experience

28 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Kevin Robert Lynch is a financial advisor with over 25 years of experience in the industry. Kevin is currently registered with Morgan Stanley and has been with the firm since June 2009. Prior to joining Morgan Stanley, Kevin held roles at Deutsche Bank Securities Inc. and Alex. Brown & Sons Incorporated. Kevin specializes in providing financial planning and investment management services to individuals, families, businesses, and institutions. Kevin is licensed to provide advisory services in 37 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Alliancebernstein LP

location

CHICAGO, IL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Rochford is a financial advisor registered with AllianceBernstein LP. Kevin has been in the financial services industry for over 16 years. Kevin is licensed to provide investment advice in Illinois, Florida, Michigan, New York, and Ohio. Kevin also holds the Series 7, Series 24, Series 63, and Series 66 licenses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Nuveen Asset Management, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Kevin Paulson is an investment advisor representative with Nuveen Asset Management, LLC. Kevin has been in the industry since November 2009. Kevin has a Series 65 license and is registered in Illinois.

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

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