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

Bankers Life Advisory Services, Inc.

location

CHICAGO, IL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Lillian Gardosh is a financial advisor with Bankers Life Advisory Services, Inc. Lillian has been in the industry since 2020 and is registered with FINRA, as well as the states of New Jersey and Pennsylvania. Lillian specializes in providing financial advice and investments to individuals, pension and profit-sharing plans, and high-net-worth individuals.

SPECIALIZATIONS

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

Transamerica Financial Advisors, Inc.

location

Chicago, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Lilu Gao is a financial advisor with Transamerica Financial Advisors, Inc. Lilu has been in the industry since March 2017 and is licensed in 10 states. Lilu has a Series 6, Series 63 and SIE license. Lilu specializes in providing financial advice for individuals and selecting other advisors.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

UBS Financial Services Inc.

location

CHICAGO, IL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Limei Yu is a registered representative with UBS Financial Services Inc., operating in the Chicago area. Limei has been working in the securities industry since 1993. Limei offers financial planning and investment management services to individual and business clients. Limei is registered with the state of Illinois as a registered representative and an investment advisor representative. Limei also has a Series 7, Series 63, and Series 65 license.

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

27 Years Experience

0 Disclosures

ADVISOR BIO

Linda Anne Riordan is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Linda has been in the securities industry since July 19, 1998. Linda has a broad range of experience in the financial services industry and is licensed in several states. Linda is a Series 7 and Series 66 licensed representative. Linda has held previous roles at BANC of America Investment Services, INC., NORTHERN TRUST SECURITIES, INC., MANUFACTURERS HANOVER SECURITIES CORPORATION, and MPACT BROKERS INC.

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

Sanctuary Advisors, LLC

location

CHICAGO, IL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Linda Conti is a financial advisor with Sanctuary Advisors, LLC, with over 25 years of experience in the financial services industry. Linda has been working in the financial services industry since 1995 and has a Series 7, Series 63, Series 65, and SIE license. Linda has worked at several firms, including Wachovia Securities, LLC, A. G. Edwards & Sons, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Linda is currently registered with the state of Indiana as a Registered Investment Advisor and is licensed to sell securities in several states.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Linda Jane Burdi is an investment advisor representative who has been in the industry since 2001. Linda is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed in several states, including Illinois, Texas, and others. Linda has a wide range of experience and expertise in financial planning, investment management, and retirement planning. Linda can assist with a variety of financial needs, including investment management, retirement planning, and estate planning.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

38 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Linda Kohut is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Linda has been in the industry since 1987 and has a wide range of experience in helping individuals and businesses with their financial goals. Linda holds a Series 7, Series 63, and Series 65 license and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2009. She is a registered representative in Florida, Illinois, Indiana, and Texas. Linda has worked with Merrill Lynch since 2009 and prior to that worked with LaSalle Financial Services, Inc. and Essex National Securities, Inc. Linda is committed to providing her clients with the highest level of service and expertise. Linda has a strong understanding of the financial markets and is committed to helping her clients achieve their financial goals.

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

6 Years Experience

0 Disclosures

ADVISOR BIO

Linda Wright is a financial advisor with J.P. Morgan Securities LLC. Linda is a Series 24, Series 7TO, and SIE licensed professional with over 2 years of experience in the industry. Linda is based in Chicago, Illinois and is actively registered with FINRA.

SPECIALIZATIONS

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

LPL Financial LLC

location

CHICAGO, IL

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Linda Clair Becker is a registered representative with over 39 years of experience in the financial services industry. Linda is a licensed Investment Advisor Representative, and holds a Series 63, Series 65, and Series 24 license. Linda works at LPL Financial LLC, which is a leading independent broker-dealer. LPL Financial LLC has a long history of providing financial guidance to clients. Linda is dedicated 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

Chicago, IL

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Linda Edral is an investment advisor representative with Morgan Stanley, based in Chicago, Illinois. Linda has been in the securities industry since 1984 and has a wide range of experience. Linda has passed a number of industry exams, including the Series 66, Series 63, Series 7, and the SIE. Linda is registered to provide investment advice in 43 states and holds both Broker-Dealer and Investment Advisor licenses. In addition to her work at Morgan Stanley, Linda has worked at several other financial institutions, including Citigroup Global Markets Inc., Lehman Brothers Inc., PaineWebber Incorporated, and E.F. Hutton & Company Inc. Linda provides asset allocation advice, financial planning, portfolio management for individuals and businesses, and pension consulting. Linda is a partner at a firm that provides investment-related services. Linda is a trusted advisor who is committed to helping her 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
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