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

Bankers Life Advisory Services, Inc.

location

CHICAGO, IL

experience

2 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

26 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

29 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

Bankers Life Advisory Services, Inc.

location

CHICAGO, IL

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Linda Jones is a financial professional with over 6 years of experience in the financial services industry. Linda is a registered representative of Bankers Life Advisory Services, Inc. and currently holds Series 6, 63, and 65 licenses. Linda previously worked at PROEQUITIES, INC. where she was a registered representative for approximately four years. Linda specializes in financial planning, portfolio management for individuals, and educational seminars. Linda’s firm, Bankers Life Advisory Services, Inc., manages over $1 billion in client assets and provides a wide range of investment advisory services.

SPECIALIZATIONS

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

Rockefeller Financial LLC

location

Chicago, IL

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Linda McGann is a financial advisor with over 30 years of experience in the financial services industry. Linda is currently registered with Rockefeller Financial LLC and has been registered with the firm since October 2022. Prior to joining Rockefeller Financial LLC, Linda was registered with UBS Financial Services Inc. from February 2007 to October 2022, and with McDonald Investments Inc. from May 1990 to February 2007. Linda holds a Series 7 and Series 66 license, as well as the Securities Industry Essentials (SIE) exam.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Sequoia Financial Group, LLC

location

Chicago, IL

0 Disclosures

ADVISOR BIO

Linda Beth Litner is a financial advisor with Sequoia Financial Group, LLC, a firm that specializes in wealth management and financial planning. Linda has over 15 years of experience in the financial industry, having previously worked at Northern Trust Securities, Inc. and Goldman Sachs. She holds a Series 66 license and has passed the Series 7, Series 9, and Series 10 exams. Linda is a Senior Vice President, Family Wealth, at Sequoia Financial Group, LLC. She is also a registered Investment Advisor Representative in the state of 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
Publication of Financial Periodicals
Unclaimed

March Capital Corp.

location

CHICAGO, IL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Linda Jordan is a financial advisor with over 20 years of experience in the financial industry. Linda is currently a Registered Representative with March Capital Corp. in Chicago. Linda has been with March Capital Corp. for over a year. Prior to joining March Capital Corp., Linda was a Registered Representative with TOP CAPITAL ADVISORS, INC., MESIROW FINANCIAL, INC., EQUITY SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Linda is a Series 7, Series 63, and Series 65 licensed representative. Linda holds a SIE certification and is licensed to practice in Georgia and Texas.

SPECIALIZATIONS

Portfolio Management for Individuals

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