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

Zacks Investment Management, Inc.

location

CHICAGO, IL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Mitchell Conley is an investment advisor representative with Zacks Investment Management, Inc. with over 6 years of experience in the financial services industry. Mitchell Conley holds the Series 63, Series 65, Series 7TO, and SIE licenses. Mitchell Conley's specialties include Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. Mitchell Conley has a current registration with the state of Illinois, and has been actively registered with the state of Illinois since January 10, 2019. Mitchell Conley is also registered with the state of Arizona, California, Colorado, Hawaii, Nevada, New Mexico, and Utah.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CREATES AND MANAGES QUANTITATIVE INVESTMENT MODELS THAT ARE LICENSED TO SPONSORS OF UITS AND ETFS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

Chicago, IL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Mitchell Doppelt is a financial advisor at J.P. Morgan Securities LLC. Mitchell has been in the securities industry since 2018 and holds Series 7, Series 63, and Series 65 licenses. Mitchell is registered to provide investment advice in Texas and Illinois.

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

12 Years Experience

0 Disclosures

ADVISOR BIO

Mohammad Barakat is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Mohammad has been working in the financial services industry since August 20, 2012. Mohammad holds several licenses and certifications including Series 7 and 66. Mohammad has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since June 2012 and is currently registered in multiple states.

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

Hightower Advisors, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Mohammad Abouchleih is a financial advisor based in Chicago, Illinois. Mohammad is registered as an Investment Advisor Representative with Hightower Advisors, LLC. Mohammad is a graduate of the University of Central Missouri. Mohammad is registered with the state of Missouri to provide investment advisory services to individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, insurance companies, and banking or thrift institutions.

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
location

Chicago, IL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Mohannad Saleh Alrashed is a financial advisor registered with Morgan Stanley. Mohannad has been in the financial industry since 2019. Mohannad has worked with J.P. Morgan Securities LLC and E*TRADE Securities LLC. Mohannad has passed the Series 3, Series 63, Series 7TO, Series 9, and Series 66 exams and is licensed in multiple states. Mohannad provides investment advice, financial planning, pension consulting, asset allocation advice, and educational seminars to a variety of clients, including individuals, high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. Mohannad is dedicated to providing his clients with the highest quality of service and helping them 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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Curi RMB Capital, LLC | CFP ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Mohini McCormick is a financial advisor at Curi RMB Capital, LLC. Mohini has been in the financial services industry for over 25 years. Mohini is registered as an investment advisor representative in Illinois. Mohini has worked with a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Mohini provides a variety of financial services, including financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SPONSOR, GENERAL PARTNER, MANAGING MEMBER (OR EQUIVALENT) OF POOLED INVESTMENT VEHICLES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Nuveen Asset Management, LLC

location

CHICAGO, IL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Moira Huck is a registered investment advisor representative with Nuveen Asset Management, LLC. Moira has been in the securities industry since 1993 and has a Series 6, Series 7, Series 63, Series 65 and Series 79TO. Moira is registered in Maine, Massachusetts and New Hampshire. Moira has experience working with various types of clients including individuals, high net worth individuals, corporations, pension and profit sharing plans, investment companies, insurance companies, state or municipal government entities and charitable organizations.

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

LPL Financial LLC

location

CHICAGO, IL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Moira Victoria Simeti is a financial advisor registered with LPL Financial LLC. Moira has been in the industry since 2018 and is licensed to provide financial advice and securities products. Moira specializes in portfolio management, financial planning, and pension consulting. Moira has passed the Series 7TO and the SIE exams and is located in Chicago, Illinois. Moira's previous experience includes working for Securities America, Inc. LPL Financial LLC provides a wide range of services including portfolio management, financial planning, pension consulting, and consulting and other non-discretionary advisory services to individual clients, corporations, and other businesses. LPL Financial LLC is headquartered in Fort Mill, South Carolina.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

Chicago, IL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Mojisola Adeyinka-eagan is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., where she has been employed since March 2015. Mojisola is also registered as an investment adviser representative in Illinois. Mojisola has been working in the financial services industry since February 2006. Previously, Mojisola worked with Citigroup Global Markets Inc. and Citicorp Investment Services. Mojisola offers a variety of services to her clients including, portfolio management for individuals and businesses, pension consulting, research reports and services and selection of other advisors.

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

4 Years Experience

0 Disclosures

ADVISOR BIO

Mollie Devins is an investment advisor representative currently employed by Morgan Stanley, with over 5 years of experience in the financial services industry. Mollie Devins is registered in 53 states and is licensed as an investment advisor in the state of Illinois.

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

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