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

Mesirow Financial Investment Management, Inc.

location

CHICAGO, IL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Nicolette Kulach is a financial advisor with Mesirow Financial Investment Management, Inc. Nicolette is registered with the state of Illinois, and her firm, Mesirow Financial Investment Management, Inc., manages a wide range of assets for individuals, businesses, corporations, investment companies, and institutional clients. Nicolette specializes in providing financial planning, pension consulting, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

CHICAGO, IL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Nicolette Johnstone is a financial advisor who has been in the industry since 2017. She is currently registered with J.P. Morgan Securities LLC and has previously been registered with Northwestern Mutual Investment Services, LLC. Nicolette offers financial planning services, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. She is licensed to practice in multiple states.

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

6 Years Experience

0 Disclosures

ADVISOR BIO

Nicolina Falcone is a Registered Representative and Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc., a broker-dealer, registered investment adviser, and member of the Financial Industry Regulatory Authority (FINRA). Nicolina Falcone is registered with the Securities and Exchange Commission (SEC) and the state of Illinois, and is active in 34 states. Nicolina Falcone has been in the securities industry since September 5, 2018 and has a background in finance and accounting. She has a bachelor's degree in business administration from the University of Wisconsin-Madison. Nicolina Falcone is a member of the Wisconsin Alumni Association and has a passion for helping people achieve their financial goals.

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

22 Years Experience

0 Disclosures

ADVISOR BIO

Niesha L Parekh is a financial advisor with Morgan Stanley. Niesha has been in the financial services industry since 2003. Niesha has been a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Northern Trust Securities, Inc., and Morgan Stanley. Niesha is registered to provide investment advice in 36 states. Niesha specializes in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, 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

Wells Fargo Clearing Services, LLC

location

CHICAGO, IL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Niki Hondropoulos is a financial advisor with over 20 years of experience in the financial services industry. Niki currently works as a registered representative for Wells Fargo Clearing Services, LLC. Niki has held previous roles at Raymond James & Associates, Inc., UBS Financial Services Inc., RBC Capital Markets, LLC, Bear, Stearns & Co. Inc., William Blair & Company L.L.C. and Mesirow Financial, Inc. Niki specializes in providing investment advice to individuals, businesses, and institutions. Niki is a licensed securities professional and holds FINRA Series 3, 7 and 66 registrations.

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

Associated Investment Services, Inc.

location

CHICAGO, IL

experience

21 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Nikifor Ivanov Minkov is an investment advisor representative at Associated Investment Services, Inc. Nikifor has been in the financial services industry since 2003. Nikifor has 20 state licenses and is currently licensed in Florida, Georgia, Illinois, Indiana, Iowa, Michigan, Missouri, Nevada, South Carolina, and Wisconsin. Nikifor is also a Registered Investment Advisor (RIA). Nikifor specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Nikifor has experience with a variety of client types, including high-net-worth individuals, charitable organizations, and corporations or other businesses. Nikifor has a strong track record of success in the financial services industry and is committed to providing his clients with the highest quality of service.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

CHICAGO, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Nilay Patel is a registered representative with J.p. Morgan Securities LLC. Nilay Patel has been in the industry since August 7, 2016. Nilay Patel has registrations with FINRA and in multiple states including Illinois. Nilay Patel holds a Series 7, Series 66, and SIE. Nilay Patel is also an investor and partial owner of National Republic Investors LLC. Nilay Patel’s current firm, J.p. Morgan Securities LLC, manages more than $50 billion in assets and has over 262,000 clients. The firm provides financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

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

A.g.p. / Alliance Global Partners

location

CHICAGO, IL

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Nilos Sakellariou is a Registered Representative and Investment Advisor Representative with over 30 years of experience in the financial industry. Nilos has been registered with A.g.p. / Alliance Global Partners since January 2025 and has previously held positions with Arete Wealth Advisors, LLC and Glen Eagle Advisors LLC. Nilos specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Nilos is also a sub-advisor for pooled investment vehicles.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Chicago, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Nilufar Razmara is a financial advisor with J.p. Morgan Securities LLC. Nilufar is a Series 63, Series 6TO and SIE licensed professional.

SPECIALIZATIONS

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

CHICAGO, IL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Ninamaria Danielle Byrd is a financial advisor who has been in the industry since 2018. She is registered with the state of Illinois and is a Certified Financial Planner. Currently, Ninamaria Danielle Byrd works for Osaic Wealth, Inc. Ninamaria Danielle Byrd has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Ninamaria Danielle Byrd offers a range of services, including financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

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