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

Chicago, IL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Paul Donald Manghera is a financial advisor with over 20 years of experience in the industry. Paul currently works for Morgan Stanley, where he serves as a Registered Representative, and previously held a similar position at Citigroup Global Markets Inc. Paul is registered in a number of states and holds several licenses and certifications, including Series 7, Series 63, Series 65, and Series 2. Paul specializes in portfolio management for individuals, businesses, and investment companies, financial planning, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

CHICAGO, IL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Paul Edward Armstrong is a financial advisor with Edward Jones. Paul has been in the financial services industry since 2003. Paul is licensed to sell securities in 18 states and is registered as an Investment Advisor Representative in Illinois and Texas. Paul earned the Series 63, Series 66 and Series 7 securities licenses as well as the Securities Industry Essentials Examination (SIE).

SPECIALIZATIONS

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

Hightower Advisors, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Paul Kenneth Dinicolantonio is a financial advisor at Hightower Advisors, LLC. Paul has experience in the financial services industry, and is a registered Investment Advisor Representative (IAR) in New York. He is a Series 65 licensed advisor and holds a Uniform Investment Adviser Law Examination license. Paul has worked with a variety of clients including insurance companies, charitable organizations, high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans. Paul's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors.

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

Oppenheimer & Co. Inc.

location

CHICAGO, IL

experience

50 Years Experience

0 Disclosures

ADVISOR BIO

Paul Edward Sortal is a registered investment advisor representative with Oppenheimer & Co. Inc. Paul has been in the industry since September 24, 1975. Paul is also a registered investment advisor in Illinois. The advisor representative is registered with the state of Illinois.

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
location

CHICAGO, IL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Paul Kniep is an investment advisor representative with William Blair in Chicago, Illinois. Paul has been in the industry since October 2004 and has a Series 7, Series 66, and SIE license. Paul also holds a CFA charter. Paul provides a variety of services to clients, including financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Paul specializes in equity research services and the selection of other advisors.

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

Valic Financial Advisors, Inc.

location

CHICAGO, IL

experience

18 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Paula Renee Vollum is a financial advisor registered with Valic Financial Advisors, Inc. Paula Renee Vollum has been a financial advisor since 2007. Paula Renee Vollum has experience in the securities industry with previous employment at J.P. MORGAN SECURITIES LLC and BANC ONE SECURITIES CORPORATION. Paula Renee Vollum holds the Series 6, 7, 63 and 66 licenses. Paula Renee Vollum's primary office location is 500 West Madison, Suite 2850, Chicago, IL 60661.

SPECIALIZATIONS

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

Chicago, IL

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Paula Epstein is a registered representative of Morgan Stanley, a brokerage firm with a large client base and over $1 trillion in assets under management. Paula has been in the financial industry since 1983, and her experience spans multiple roles. She is currently registered with the Securities and Exchange Commission as a registered representative in the state of Illinois. Paula has a diverse client base including high-net-worth individuals, investment clubs, corporations and pension plans. Paula has a proven track record of success in helping clients reach 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

Zacks Investment Management, Inc.

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Paula Jayne Sauer is an investment advisor representative at Zacks Investment Management, Inc. Paula Sauer has been in the financial services industry for over 30 years, and has held various positions in firms such as Zacks & Company, MML Distributors, LLC, Touchstone Securities, Inc., and Kemper Financial Services, Inc. Paula Sauer is registered with the state of Illinois as an investment advisor representative, and is also registered with the state of Louisiana, New Hampshire and Texas as an investment advisor representative. Paula Sauer has passed the Series 63, Series 65 and Series 7 exams.

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
location

Chicago, IL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Paulina Krystyna Matel is an active investment advisor representative with Morgan Stanley. Paulina Krystyna Matel has been working in the financial industry since May 7, 2013. Paulina Krystyna Matel is registered with both the state of Illinois and Texas. Paulina Krystyna Matel has passed the Series 7, Series 66, and SIE exams and is qualified to offer a variety of investment products and services. Paulina Krystyna Matel is currently associated with Morgan Stanley's Chicago, IL office.

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

Doyenne Wealth Advisors | CFP ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Paulina Cylwik is a financial advisor with Doyenne Wealth Advisors, a firm located in Chicago, Illinois. Paulina has been in the industry since July 2021. Paulina has passed the Series 7TO, SIE, and Series 66 exams and is licensed to provide investment advice in Illinois.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

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