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

Chicago, IL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Michael Regan is a financial advisor with over 20 years of experience in the financial services industry. Michael is currently registered with Morgan Stanley as a Registered Representative and Investment Advisor Representative. Michael has held previous positions with CITIGROUP GLOBAL MARKETS INC. and UBS FINANCIAL SERVICES INC. Michael holds the Series 66, Series 7 and SIE licenses. Michael's areas of specialization include investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities.

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

Bard Associates Inc. | CFA ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Michael Demaray is a registered investment advisor representative for Bard Associates Inc. with over 15 years of experience in the financial services industry. Michael is a Chartered Financial Analyst and has a broad background in financial planning, portfolio management for individuals and pooled investment vehicles. Michael has been working in the financial services industry since April 2005 and has worked at various firms, including AEG Partners and Elevated Capital LLC. Michael is licensed in several states, including California, Colorado, Florida, Illinois, Massachusetts and Texas.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Nuveen Asset Management, LLC

location

CHICAGO, IL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Michael James Meehan is a financial advisor with Nuveen Asset Management, LLC. Michael has been in the financial industry since 2011 and holds both Series 63 and Series 65 licenses. Michael previously worked at BlackRock Investments, LLC. Michael has experience in providing investment advice and portfolio management for individuals, businesses, and pooled investment vehicles. Michael is also a registered investment advisor in the state of 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
Unclaimed

J.p. Morgan Securities LLC

location

Chicago, IL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Michael Rosenstein is a financial advisor with J.p. Morgan Securities LLC. Michael has been in the industry since 2002 and holds a Series 7, Series 66 and Series 65 licenses. Michael has experience providing financial planning, portfolio management and selection of other advisors to both individuals and businesses.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Michael Richard Marcovici is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the financial industry since 1992. Michael specializes in providing advisory services to businesses, high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. The firm has offices in Chicago, Illinois and Dallas, Texas.

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

Embree Financial Group

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Michael David Peart is an investment advisor representative at Embree Financial Group. Michael is a Series 6, Series 63 and Series 65 licensed professional. Michael has worked in the financial services industry since 2012. Michael has been with Embree Financial Group since June of 2018. Michael is a registered investment advisor in Illinois and Arizona. Michael also has experience with PURSHE KAPLAN STERLING INVESTMENTS. Michael offers investment advisory services to individuals, businesses, corporations and pension plans.

SPECIALIZATIONS

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

Bankers Life Advisory Services, Inc.

location

CHICAGO, IL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Michael Connor is a registered investment advisor representative with Bankers Life Advisory Services, Inc. Michael has been in the financial services industry for 17 years. Michael Connor is a Series 7 and Series 63 licensed financial advisor. Michael Connor has a current registration in Delaware as a Registered Investment Advisor. In addition to their work with Bankers Life Advisory Services, Inc. Michael Connor is also an agent and unit sale manager for Bankers Life.

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

14 Years Experience

0 Disclosures

ADVISOR BIO

Michael Fantasia is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc., a broker-dealer firm headquartered in New York, NY. Michael has been in the financial industry since 2011 and has experience with J.P. Morgan Securities LLC. Michael Fantasia has specialized in securities, insurance, mutual funds and variable annuities and fixed insurance products. Michael Fantasia holds Series 7, 63, and 66 licenses and is licensed in Illinois.

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

22 Years Experience

0 Disclosures

ADVISOR BIO

Michael Wittman is a registered investment advisor with Morgan Stanley. Michael has been working in the financial industry since October 19, 2003 and holds licenses in 38 states, as well as in the District of Columbia and Puerto Rico. Michael's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Neuberger Berman, LLC, BANC ONE SECURITIES CORPORATION, SHEPHERD TRADING LIMITED and RELIANT TRADING. Michael specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and investment companies.

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

MML Investors Services, LLC

location

CHICAGO, IL

experience

33 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Fitzgerald Cotton is a financial professional with over 30 years of experience in the financial services industry. Michael is registered with MML Investors Services, LLC and is licensed in Illinois and Texas. Michael has previously worked at MSI Financial Services, Inc., Fifth Third Securities, Inc., Citigroup Global Markets Inc., Citicorp Investment Services, National Securities Corporation, Madison Securities, Inc., Oak Ridge Investments, Inc., Prudential Securities Incorporated, Lehman Brothers Inc., and Chatfield Dean & Co., Inc.

SPECIALIZATIONS

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

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