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

Doyenne Wealth Advisors | CFP ®,CFA ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Laura Stern, a Certified Financial Planner™ and Chartered Financial Analyst, is a registered investment advisor representative at Doyenne Wealth Advisors. Laura Stern has over 20 years of experience in the financial services industry. She holds a Series 6, Series 26, and Series 63 license. Laura Stern has been affiliated with Doyenne Wealth Advisors since 2022. Previously, Laura Stern worked at Brownson Rehmus & Foxworth, Inc. and Prudential Investment Management Services LLC. Laura Stern specializes in financial planning, portfolio management for individuals, and selection of other advisors.

SPECIALIZATIONS

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

THE Mather Group, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Laura Sweeney is a registered investment advisor representative at The Mather Group, LLC, a firm headquartered in Chicago, Illinois. Laura has been with The Mather Group, LLC since August 2021 and has over 25 years of experience in the financial services industry. Laura has experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Laura also holds the Series 63, 65, and 7 licenses.

SPECIALIZATIONS

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

Chicago, IL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Laura Catalano is an investment professional with over 30 years of experience in the financial services industry. Laura currently holds the Series 7, 9, 10, 63 and 65 licenses. Laura is a registered representative and investment advisor representative with Morgan Stanley. Prior to joining Morgan Stanley, Laura was a registered representative and investment advisor representative with E*TRADE Securities LLC. Laura has a diverse background in financial services, with experience in brokerage, investment management, and financial planning.

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

25 Years Experience

0 Disclosures

ADVISOR BIO

Laura Van peenan is a registered representative and investment advisor representative with William Blair. Laura has been in the industry since 1999, and has a strong track record of providing comprehensive financial advice to individuals and institutions. Laura holds the Series 7, Series 24, Series 63, and SIE licenses and has a focus on equity research, financial planning, selection of other advisers, and portfolio management for businesses and individuals.

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

Citigroup Global Markets Inc.

location

CHICAGO, IL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Laura Joan Martin is an investment advisor representative with Citigroup Global Markets Inc. based in Chicago, IL. Laura has been in the industry since December 2005 and holds the Series 6, SIE and Series 63 licenses. Previously, Laura worked at CITICORP INVESTMENT SERVICES and NORTHERN TRUST SECURITIES, INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

CHICAGO, IL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Laura Courtney Powell is a registered investment advisor representative with J.p. Morgan Securities LLC. Laura has been in the industry since 2003 and has a strong background in providing investment advice to individuals, corporations, and other institutions. Laura is licensed in multiple states and has a wide range of experience in financial planning, portfolio management, and other investment-related services. Laura previously worked for Chase Investment Services Corp., NatCity Investments, Inc., and A.G. Edwards & Sons, Inc. Laura is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

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

Curi RMB Capital, LLC

location

CHICAGO, IL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Laura Flentye is an investment advisor representative with Curi RMB Capital, LLC, a registered investment advisor based in Chicago, Illinois. Laura has been in the financial services industry since March 20, 2001. She holds a Series 6, 7, 3, 26, 63 and 65 license. Laura has previously worked for ALPS Distributors, INC. and STRONG INVESTMENTS, INC. Laura is a registered investment advisor representative in Illinois. Laura specializes in investment management for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SPONSOR, GENERAL PARTNER, MANAGING MEMBER (OR EQUIVALENT) OF POOLED INVESTMENT VEHICLES
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

CHICAGO, IL

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Laura Harrison Ward is a financial advisor with over 30 years of experience in the industry. Laura is currently registered with William Blair and has previously been associated with several other firms including First Republic Securities Company, LLC, Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Laura has a wide range of experience in the financial services industry, including equity research services, financial planning, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Laura is also a registered representative in a number of states.

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

Fourstar Wealth Advisors, LLC

location

CHICAGO, IL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Laura Swanson is a financial advisor at Fourstar Wealth Advisors, LLC in Chicago, Illinois. Laura has over 20 years of experience in the financial services industry. Laura holds Series 7, 24, 63 and 66 licenses. Laura specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Laura is committed to providing her clients with personalized financial advice and strategies to help them achieve their financial goals. Prior to joining Fourstar Wealth Advisors, Laura held positions at various financial institutions, including Great Point Capital, LLC, Cabot Lodge Securities LLC, and Purshe Kaplan Sterlings Investments.

SPECIALIZATIONS

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

Bartlett & Co. Wealth Management LLC | CFP ® (Certifications)

location

Chicago, IL

0 Disclosures

ADVISOR BIO

Laura Anne Cuber is a financial advisor with Bartlett & Co. Wealth Management LLC. Laura is a CERTIFIED FINANCIAL PLANNER™ professional. Laura has worked in the financial services industry since June 2014. Laura is registered with the state of Illinois.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS

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