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

LPL Financial LLC

location

CHICAGO, IL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Nazinina Azwoir is an investment advisor representative with LPL Financial LLC and has been in the industry since 2005. Nazinina is also registered with the state of Florida as an investment advisor. Previously Nazinina Azwoir worked for PNC INVESTMENTS, WELLS FARGO ADVISORS, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CITIGROUP GLOBAL MARKETS INC., CHASE INVESTMENT SERVICES CORP. and BANC ONE SECURITIES CORPORATION. Nazinina has experience working with a variety of clients, including individuals, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors. Nazinina's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Financial Planning, Educational Seminars, Selection of Other Advisers, and Consulting and Other Non-Discretionary Advisory Services.

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

Hightower Advisors, LLC | CFC ® (Certifications)

location

CHICAGO, IL

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Neal David Furlong has been an active advisor since 1989. Neal is a licensed advisor with Hightower Advisors, LLC in the Chicago, IL area. Prior to joining Hightower, Neal worked at LPL Financial LLC and Lincoln Financial Advisors Corporation. Neal is a Chartered Financial Consultant and specializes in financial planning, portfolio management, and providing treasury management services for corporate clients.

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

Valic Financial Advisors, Inc.

location

CHICAGO, IL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Nedra D Sykes is an investment advisor representative at Valic Financial Advisors, Inc. Nedra has been in the industry since August 2005. Nedra D Sykes works in Chicago, IL. Nedra D Sykes is registered with FINRA and the state of Illinois. Nedra D Sykes has passed the Series 6, SIE and Series 63 exams. Nedra D Sykes is also registered as an Investment Advisor Representative. Nedra D Sykes previously worked at J.P. Morgan Securities LLC, Chase Investment Services Corp. and Banc One Securities Corporation. Nedra D Sykes has specializations in Mutual Funds, Variable Annuities, and Life Insurance.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

CHICAGO, IL

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Neelam Seth is a financial advisor with over 28 years of experience in the industry. Neelam is currently registered with UBS Financial Services Inc. in Illinois and Texas. Neelam also holds licenses to provide investment advisory services. Before joining UBS Financial Services Inc., Neelam was employed at UBS International Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Neelam has passed several industry exams, including the Series 63, Series 66, Series 7, Series 9 and Series 10. Neelam is also a Registered Representative and Investment Advisor Representative. Neelam specializes in providing financial planning, portfolio management and investment advice to individuals, businesses, 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

Studio Investment Management | CFP ®,CFA ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Neha Prabhu Howery is a Certified Financial Planner™ and a Chartered Financial Analyst® with over 10 years of experience in the financial services industry. Neha is currently a registered investment advisor representative with Studio Investment Management. Neha has a strong track record of providing comprehensive financial planning and investment management services to a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Mainstreet Advisors

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Nehaben Padhiyar is an investment advisor representative with Mainstreet Advisors. Nehaben has been with Mainstreet Advisors since March 2022. Nehaben holds a Series 65 license and is registered with the state of Illinois. Nehaben has been in the financial industry since February 2018. Nehaben is an investment advisor representative and provides investment advisory services to individuals, businesses, and institutions.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

CHICAGO, IL

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Neil Robert Kitchie is a financial advisor with over 30 years of experience in the industry. Neil is currently registered with LPL Financial LLC and has been with the firm since June 1996. Neil is also a Registered Investment Advisor in Illinois and Texas. Prior to joining LPL Financial, Neil worked at Chase Manhattan Investment Services, Inc. and Prudential Securities Incorporated. Neil has a wide range of experience in the financial services industry, including securities, commodities, and insurance. Neil is committed to providing his clients with personalized financial advice and services.

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

Wintrust Investments LLC | CFP ®,CFC ® (Certifications)

location

CHICAGO, IL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Neil Moscicki is a financial advisor at Wintrust Investments LLC. Neil has been in the industry since 2000. Neil is a Certified Financial Planner and a Chartered Financial Consultant. Neil holds the Series 31, Series 7 and SIE licenses. Wintrust Investments LLC provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

Kingsview Wealth Management, LLC

location

Chicago, IL

0 Disclosures

ADVISOR BIO

Neil Peplinski is an Investment Advisor Representative with Kingsview Wealth Management, LLC. Neil has been a Registered Investment Advisor since 2003 and has specialized in providing financial planning, portfolio management for individuals, businesses, and investment companies, and selection of other advisors. Neil has worked in the financial industry for more than a decade, previously working at Cedar Capital Advisors, LLC and Good Harbor Financial, Inc. Neil is also a Registered Investment Advisor with Kingsview Partners LLC in Grants Pass, Oregon.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

CHICAGO, IL

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Neil Patrick Orourke is a registered representative with William Blair. Neil is based in Chicago, Illinois and has been in the industry since 1990. Neil's primary focus is on investment management for businesses and individuals. Neil's work with William Blair includes providing financial planning and selection of other advisors. Neil holds the Series 7, 55, 57TO and SIE licenses. Neil is also licensed to sell securities in Illinois. Prior to joining William Blair in 2000, Neil worked at Dempsey & Company, L.L.C. and Rodman & Renshaw Inc..

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

Need help matching

with the right advisor?