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

Morningstar Investment Services LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Maria Blanas is an investment advisor representative with Morningstar Investment Services LLC. Maria has been in the industry since 2012. Maria is registered with the state of Illinois. Maria holds a Series 65 license and a SIE license. Maria also holds a bachelor's degree from the University of Illinois at Urbana-Champaign.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

THE Ayco Company, LP

location

CHICAGO, IL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Maria elena Danakou is a financial advisor with The Ayco Company, LP and has been in the industry since 2024. Maria elena Danakou is registered with the state of Illinois and has obtained her Series 7TO, Series 66 and SIE licenses.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

CHICAGO, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Mariana Dimitrova is a financial advisor at J.P. Morgan Securities LLC. Mariana is a registered representative in 53 states, and has been active in the industry since 2022. Mariana has passed Series 63, Series 7TO, Series 6TO, and SIE exams.

SPECIALIZATIONS

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

Hightower Advisors, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Marianne Rullo is a registered investment advisor representative with Hightower Advisors, LLC. Marianne has been in the financial industry since 2004 and has worked with individuals, families, and businesses. Marianne's expertise includes financial planning, portfolio management, and treasury management. Marianne is committed to providing her clients with personalized advice and investment solutions that meet their individual needs.

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

Financial Solutions Advisory Group | CFP ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Marie Beckman is an Investment Advisor Representative with Financial Solutions Advisory Group, Inc. Marie is a Certified Financial Planner and has been in the industry since January 2000. Marie's specializations include Retirement Planning, College Savings, Investment Management, and Estate Planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

PFS Investments Inc.

location

CHICAGO, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Marie Obichere is a financial professional with PFS Investments Inc. and has been in the industry since April 2017. Marie holds Series 6, Series 63, and SIE licenses. Marie has been registered as a broker-dealer in 13 states. Marie specializes in investment company products and variable contracts.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

THE Mather Group, LLC | CFP ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Marie Christine Duboscq is a financial advisor who has been in the industry since 1991. Marie Christine is a Certified Financial Planner and is currently registered with the state of California and Illinois. Marie Christine is currently employed by The Mather Group, LLC. Marie Christine previously worked for FINANCIAL TELESIS INC and PATTERSON FINANCIAL SERVICES, INC. She has a wide range of experience in the financial services industry. Marie Christine is committed to providing her clients with personalized financial advice and helping them reach their financial goals.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

CHICAGO, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Mariel Nevarez is a registered representative with J.p. Morgan Securities LLC. Mariel holds Series 63, Series 6TO and SIE licenses and is registered in Illinois. Mariel is a financial advisor and can assist clients with investment advice, financial planning, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Chicago, IL

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Marietta Mackevich Hesdorffer is a financial advisor with Morgan Stanley. Marietta has been in the financial industry since 1983, and has been a registered representative of Morgan Stanley since 2009. Marietta holds the Series 7, Series 63 and Series 65 licenses and has been a registered Investment Advisor in Illinois and Texas since 2009. She is currently registered in 30 states. Marietta works with a wide variety of clients, including individuals, families, businesses, and institutions.

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

J.p. Morgan Securities LLC

location

CHICAGO, IL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Marina Cato is a financial advisor with over 10 years of experience in the financial services industry. Marina is currently registered with J.P. Morgan Securities LLC, a leading financial services firm. Previously, Marina was an advisor with Chase Investment Services Corp. Marina specializes in a range of services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Marina holds a Series 6, Series 63, and SIE licenses, as well as registrations in multiple states.

SPECIALIZATIONS

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

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