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

Hightower Advisors, LLC

location

Chicago, IL

disclosure

1 Disclosures

ADVISOR BIO

Michael Robert Merdinger is a financial advisor with Hightower Advisors, LLC in Chicago, IL. Michael has over 20 years of experience in the financial services industry. Michael is registered with the state of Illinois and Texas. Michael has a Series 6, 7, 63 and 65 license. Michael is also registered with the state of Illinois and Texas as an Investment Advisor Representative. Michael specializes in financial planning, portfolio management, and treasury management for corporate clients. In addition to working with Hightower Advisors, LLC, Michael also works with Private Vista, LLC (formerly Financial Strategy Network LLC).

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

RBC Capital Markets, LLC

location

CHICAGO, IL

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Vance Noble is a financial advisor at RBC Capital Markets, LLC. Michael has been in the industry since 1987 and has been registered with RBC Capital Markets, LLC since 2009. Michael is licensed in 38 states and specializes in providing financial planning and investment management services to a variety of clients, including high-net-worth individuals, corporations, and institutions. Prior to joining RBC Capital Markets, LLC, Michael worked at UBS Financial Services Inc., Donaldson, Lufkin & Jenrette Securities Corporation, and Smith Barney Inc. Michael holds the Series 3, 7, 63, and 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Raymond James & Associates, Inc.

location

Chicago, IL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Michael Holden is a financial advisor at Raymond James & Associates, Inc. Michael has been in the financial services industry since 2006. Michael has worked with several financial institutions including Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Michael holds the Series 3, 6, 7, 9, 10, 63, and 66 licenses. Michael is registered in Illinois.

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
Unclaimed

Corient | CFA ® (Certifications)

location

Chicago, IL

0 Disclosures

ADVISOR BIO

Michael Stelmacki is a financial advisor with Corient. Michael has been in the financial services industry since 1996. He holds the Series 7, Series 63, and Series 65 licenses. He is also a Chartered Financial Analyst. Michael has experience working with a variety of clients, including individuals, families, businesses, and institutions. He specializes in financial planning, portfolio management, and investment advisory services. Michael is committed to providing his clients with personalized financial advice and guidance.

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
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

IHT Wealth Management LLC

location

CHICAGO, IL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael William Lutz is an investment advisor representative with IHT Wealth Management LLC, and is registered with the state of Illinois. Michael William Lutz has been in the industry since 2018, and has a Series 7 and Series 63 licenses. Michael William Lutz also holds a Series 65 license, and is a registered investment advisor. Michael William Lutz's previous employer was J.P. MORGAN SECURITIES LLC.

SPECIALIZATIONS

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

Oppenheimer & Co. Inc.

location

CHICAGO, IL

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Ridge is a financial advisor with over 30 years of experience in the industry. Michael is registered with Oppenheimer & Co. Inc. and has been affiliated with this firm since 2006. Previously, Michael was with Bernardi Securities, Inc. Michael provides financial planning, pension consulting, 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Kovitz Investment Group Partners, LLC | CFP ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Michael Marciszewski is a financial advisor with Kovitz Investment Group Partners, LLC in Chicago, Illinois. Michael has been in the industry since 2017, working previously with Goldman Sachs & Co. LLC and Mercer Allied Company, L.P. Michael has a Series 7, Series 66, and SIE license and holds the Certified Financial Planner designation. Michael specializes in advising high-net-worth individuals, corporations, and charitable organizations.

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
CREDIT, CASH AND INSURANCE SOLUTIONS, FAMILY OFFICE SERVICES, CORPORATE EXECUTIVE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Goldman Sachs & Co. LLC

location

CHICAGO, IL

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Mooney is a registered representative with Goldman Sachs & Co. LLC, working out of the firm's Chicago branch office. Michael has over 30 years of experience in the securities industry, having started his career in 1990. Michael is registered to offer securities in all 50 states as well as the District of Columbia, Puerto Rico and the Virgin Islands. Michael is a Series 3, 7, 63, 57TO and SIE licensed representative and has passed the Uniform Investment Adviser Law Examination (Series 65). Michael offers a range of investment services, including financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

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

Associated Investment Services, Inc.

location

CHICAGO, IL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Michael Sedivy is an investment professional with over 10 years of experience in the industry. Michael is a registered representative with Associated Investment Services, Inc. and holds the Series 24, SIE, and Series 79 securities licenses. Michael is also a registered representative with MUFG. Michael's experience includes a diverse range of financial services, including investment banking, portfolio management, and financial planning. Michael provides financial planning services to a wide range of clients, including individuals, families, and businesses. Michael is committed to providing clients with personalized financial advice and services to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
MUTUAL FUND WRAP

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