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

Chicago, IL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Michael Edward Sakach is a registered representative of Morgan Stanley and has been in the securities industry since May 17, 2007. Michael has a Series 7, Series 66, and SIE licenses and is registered in 48 states. Michael previously worked at Credit Suisse Securities (USA) LLC. Michael provides financial planning, 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

Valic Financial Advisors, Inc.

location

CHICAGO, IL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Michael Asnis is a financial advisor at Valic Financial Advisors, Inc. in Chicago, IL. Michael has been in the financial industry since 1998. Michael has a Series 7, Series 66, and SIE license. Michael specializes in providing financial advice to individuals and businesses, including high-net-worth individuals and corporations. Michael is also a registered investment advisor in Illinois and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed
location

Chicago, IL

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael John Tusing is a financial advisor with Morgan Stanley. Michael John Tusing has over 20 years of experience in the financial services industry. Michael John Tusing has been registered with the Securities and Exchange Commission (SEC) since 2001 and has held registrations with several firms, including UBS Financial Services Inc., Deutsche Bank Securities Inc., and Banc of America Investment Services, Inc. Michael John Tusing currently holds a Series 66, Series 63, Series 4, Series 53, Series 24, Series 52TO, SIE, Series 7, and Series 6 license. Michael John Tusing is also registered as an investment advisor representative in Illinois, Missouri, and Texas.

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

Harris | Oakmark | CFA ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Michael Mangan is an investment advisor representative associated with Harris | Oakmark. Michael has been in the industry since March 1997. Michael is licensed in Texas, holds the Series 63 license, and is a Chartered Financial Analyst. Michael specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Nuveen Asset Management, LLC | CFA ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Michael Sheyker is a registered investment advisor representative at Nuveen Asset Management, LLC in Chicago, Illinois. Michael has been in the industry since 1988 and has a Series 7, Series 6, Series 52 and SIE license. Michael has several professional designations including Chartered Financial Analyst. Nuveen Asset Management, LLC is a full-service financial firm offering a wide range of services including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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

Corient | CFA ® (Certifications)

location

Chicago, IL

0 Disclosures

ADVISOR BIO

Michael David Wik is a financial advisor with Corient. Michael is a Chartered Financial Analyst and has over 20 years of experience in the financial services industry. Michael is licensed to provide investment advisory services in Florida, Illinois and Texas. Michael has worked with a variety of clients, including individuals, families, businesses, and institutions. Michael provides a range of financial services, including financial planning, investment management, and retirement planning. Michael is committed 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
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Fiducient Advisors LLC | CFP ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Michael Emerson is a financial advisor with Fiducient Advisors LLC. Michael has been in the industry since 2011, has been with the firm since January 2014. Michael works out of the firm's Chicago, IL office. Michael is registered with FINRA, a Certified Financial Planner and holds the Series 65 and Series 56 licenses. Michael specializes in investment consulting for individuals and non-profit organizations, provides financial planning, pension consulting, educational seminars, and publishes periodicals. Michael has a strong track record in 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
INVESTMENT CONSULTING FOR INDIVIDUALS AND NON PROFIT ORGANIZATIONS
Publication of Financial Periodicals
Unclaimed

Northern Trust Securities, Inc.

location

CHICAGO, IL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Michael Blake is a registered representative with Northern Trust Securities, Inc. Michael is located in Chicago, IL and is licensed in 53 states. Michael has been in the industry since December 2019. Michael specializes in portfolio management for businesses, individuals, and pooled investment vehicles.

SPECIALIZATIONS

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

Goldman Sachs & Co. LLC

location

CHICAGO, IL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Michael Francis Purcell is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Goldman Sachs & Co. LLC in Chicago, Illinois. Michael has previously worked with Foreside Fund Services, LLC, ABN AMRO Incorporated, LaSalle Financial Services, Inc., BANC ONE CAPITAL MARKETS, INC., and The Chicago Corporation. Michael holds the following licenses: Series 63, Series 65, Series 7, Series 24 and the SIE. Michael specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Michael also offers financial planning and educational seminars to clients.

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

Raymond James & Associates, Inc.

location

Chicago, IL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Michael Ferconio is an active investment advisor representative with Raymond James & Associates, Inc. Michael has been working in the financial services industry since November 5, 1987 and is registered with FINRA. Michael's current location is in the Chicago office of Raymond James & Associates, Inc.. Michael has previously held positions with UBS Financial Services Inc, Barclays Capital Inc, Lehman Brothers Inc, Bear, Stearns & Co. Inc, DB Alex. Brown LLC, Alex. Brown & Sons Incorporated, PaineWebber Incorporated, Smith Barney Shearson Inc and E. F. Hutton & Company Inc. Michael has been registered in 14 states with the following licenses: Series 3, Series 7, Series 63, Series 65 and SIE. Michael has experience with a variety of clients, including individuals, high-net-worth individuals, corporations, insurance companies, pension and profit sharing plans, charitable organizations, and banking or thrift institutions. Michael offers financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

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