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

Goldman Sachs & Co. LLC

location

CHICAGO, IL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Michael John McClurg is a financial advisor registered in all 50 states and Puerto Rico with Goldman Sachs & Co. LLC. Michael has been in the securities industry since 2009 and holds Series 7, Series 24, and Series 63 licenses. Michael specializes in providing financial advice to individuals, businesses, corporations, high-net-worth individuals, investment companies, pooled investment vehicles, and insurance companies.

SPECIALIZATIONS

Financial Planning 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

First Advisors National, LLC

location

Chicago, IL

0 Disclosures

ADVISOR BIO

Michael Schessler is an investment advisor representative with First Advisors National, LLC. Michael has experience in the financial services industry since 2010. Michael is registered in Illinois. Michael has passed the Uniform Investment Adviser Law Examination (Series 65), Uniform Securities Agent State Law Examination (Series 63), Securities Industry Essentials Examination (SIE) and Investment Company Products/Variable Contracts Representative Examination (Series 6). Michael is a licensed insurance agent.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

CHICAGO, IL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Michael Nothman is a financial advisor with over 20 years of experience. Michael is registered with Wells Fargo Advisors Financial Network, LLC. Michael has experience with investment companies, high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities. Michael provides financial planning and investment consulting services to institutional clients. Michael also provides 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
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Bankers Life Advisory Services, Inc. | CFP ® (Certifications)

location

CHICAGO, IL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Michael Collins is a financial advisor with Bankers Life Advisory Services, Inc. Michael has been in the financial industry since 2009. Michael is registered with the state of Georgia as an Investment Advisor Representative and holds several licenses including Series 6, 7, 24, 63, and 66 licenses. Michael is also a Certified Financial Planner. Michael offers a range of financial services including financial planning, educational seminars, and portfolio management for individuals. Michael's previous employers include ProEquities, Inc. and Northwestern Mutual Investment Services, LLC.

SPECIALIZATIONS

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

Northern Trust Securities, Inc.

location

CHICAGO, IL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Michael Ogrady is a financial professional with over 17 years of experience in the industry. Michael is currently registered with Northern Trust Securities, Inc. and holds a variety of licenses and certifications, including Series 7, 3, 4, 9, 10, 24, 27, 63, and 66. Michael has a strong track record of providing investment advice and portfolio management services to a wide range of clients, including individuals, families, businesses, and institutions. Michael is committed to providing personalized service and helping clients achieve their financial goals.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Northern Trust Securities, Inc.

location

CHICAGO, IL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael Switzer is a financial advisor registered with Northern Trust Securities, Inc. Michael is a registered representative with both FINRA and the state of Illinois. Michael has been in the financial industry since April 15, 2018. Michael is currently registered in 49 states and the District of Columbia. Michael’s specializations include investment advisory services for individuals, businesses, pooled investment vehicles, and selection of other advisors.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Nuveen Asset Management, LLC

location

CHICAGO, IL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Michael Ianni is an investment advisor representative with Nuveen Asset Management, LLC. Michael Ianni has been in the industry since April 24, 2006 and is registered with FINRA, the SEC, and the state regulators of 51 states and the District of Columbia. Michael Ianni is also registered as an investment advisor representative in 14 states. Michael Ianni has been employed with Nuveen Investments, LLC and Nuveen Asset Management, LLC. Michael Ianni has passed the Uniform Combined State Law Examination, General Securities Principal Examination, Investment Banking Registered Representative Examination, Securities Industry Essentials Examination, and General Securities Representative Examination. Michael Ianni is also an adjunct professor at DePaul University and is a consultant for D. Joel Whalen. Michael Ianni's firm, Nuveen Asset Management, LLC, provides investment advice to individuals, businesses, investment companies, pooled investment vehicles, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

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
location

CHICAGO, IL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Michael Faust Wertz is an investment advisor representative at William Blair & Company LLC. Michael has been in the securities industry since January 28, 2009. Michael holds Series 66, Series 24, SIE and Series 7 licenses. Michael is registered with the state of Illinois as both an investment advisor representative and broker-dealer. Michael is also registered with the state of Illinois as an Investment Advisor Representative. Michael is registered with the following states: Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming. Michael is actively involved in providing equity research services, 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
location

Chicago, IL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Michael Haefliger is a financial advisor with Morgan Stanley, working in the Chicago area. Michael has been in the industry since 2007 and holds Series 7 and Series 66 licenses as well as a SIE exam. Michael has previously worked with Citigroup Global Markets Inc.

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

Fidelity Personal AND Workplace Advisors

location

CHICAGO, IL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Michael Patrick Beecher is a financial advisor with Fidelity Personal And Workplace Advisors. Michael has been in the financial services industry since 2023. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Illinois. Michael holds the Series 7TO, SIE, and Series 66 licenses.

SPECIALIZATIONS

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

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