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

LPL Financial LLC

location

CHICAGO, IL

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Robert Deane is a financial advisor who has been in the industry since 1983. Robert is currently registered with LPL Financial LLC and has been with the firm since November 2017. Before that, Robert was with National Planning Corporation from 1996 to 2017. Robert is registered in 10 states: Colorado, Florida, Illinois, Michigan, Missouri, Nevada, North Carolina, Ohio, Pennsylvania, and Rhode Island. Robert specializes in providing investment advice and financial planning services to individuals, businesses, and other entities.

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
location

Chicago, IL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Robert Carson is a financial advisor with over 30 years of experience in the industry. Robert has been with Morgan Stanley since 2009, working out of their Chicago, IL office. Prior to joining Morgan Stanley, Robert worked at CITIGROUP GLOBAL MARKETS INC. Robert holds a Series 7, Series 63, and Series 65 license and the SIE exam. Robert Carson is registered in 38 states and also holds active registrations with FINRA.

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

14 Years Experience

0 Disclosures

ADVISOR BIO

Robert Sanfilippo is a financial advisor registered with LPL Financial LLC. Robert has been in the industry since June 9, 2010. Robert has a Series 7, 7A, and SIE license. Robert holds current registrations for RA, as well as state registrations in Arizona, Colorado, Illinois, Indiana, Michigan, Missouri, North Carolina, Tennessee, and Wisconsin. Robert has previously worked for Dougall & Associates Inc., Wayne Hummer Investments LLC and was previously retired. Robert is also involved in other business activities including 55 Skyhigh LLC- Real Estate Rental- INV Related- At Illinois- Start date 01/01/2010 and Wintrust Investments- DBA for LPL Business (entity for LPL business)- INV Related- At NEW LENOX, IL- Start date 09/03/2024- 160 Hours Per Month- 160 Hours During Trading.

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

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

CHICAGO, IL

experience

22 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Robert Goshen is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Robert has been in the financial services industry since March 19, 2003. He is registered with the state of Illinois as an investment advisor representative and has passed the Series 66, Series 7, and SIE exams. Robert has been with Wells Fargo Advisors Financial Network, LLC since April 2024, and previously worked at Ameriprise Financial Services, LLC and Morgan Stanley. Robert is a certified financial planner and has experience providing investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.

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

Keeley-Teton Advisors, LLC | CFA ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Robert Herman Becker is an investment advisor representative with Keeley-Teton Advisors, LLC. Robert is a Chartered Financial Analyst and has been in the industry since 1992. Robert Becker has been registered with Keeley-Teton Advisors, LLC since March 2017. Prior to that, Robert was with Keeley Asset Management Corp. in Chicago, Illinois. Robert has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Robert specializes in portfolio management for individuals, businesses and investment companies.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Bankers Life Advisory Services, Inc.

location

CHICAGO, IL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Robert Powell is a financial professional with over 10 years of experience in the financial services industry. Robert is currently registered with Bankers Life Advisory Services, Inc. as an Investment Advisor Representative. Robert has a proven track record of success in helping clients achieve their financial goals. Robert's expertise includes financial planning, portfolio management for individuals and investment consulting services. Robert is committed to providing personalized attention and customized solutions to meet the unique needs of each client.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

RBC Capital Markets, LLC

location

CHICAGO, IL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Robert Allen Sierens is an active Broker-Dealer and Investment Advisor Representative, registered in multiple states. Robert has been working in the financial industry since 1999, and has experience with RBC Capital Markets, LLC, Citigroup Global Markets Inc., Credit Suisse Securities (USA) LLC and Donaldson, Lufkin & Jenrette Securities Corporation. Robert has a strong background in financial planning and portfolio management, and specializes in providing services to a diverse range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Robert is dedicated to helping clients 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
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

41 Years Experience

0 Disclosures

ADVISOR BIO

Robert Thompson is a financial advisor with over 35 years of experience in the industry. Robert is a registered representative of Raymond James & Associates, Inc. and has held previous roles at other well-known firms such as Wells Fargo Clearing Services, LLC and Morgan Stanley DW Inc. Robert is registered to provide investment advice in multiple states, including Illinois, Florida and Texas. Robert holds a wide array of industry licenses, including Series 3, 7, 9, 10, 63 and 65. Robert offers a variety of financial services to individuals, corporations and institutions, including portfolio management, financial planning and retirement planning.

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
location

Chicago, IL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Robert Wray is a financial advisor with Morgan Stanley. Robert has been in the industry since 2018 and is licensed in 53 states and the District of Columbia. Robert has a variety of licenses including Series 7, 9, 10 and 66. Morgan Stanley provides a wide range of financial services to clients, including financial planning, portfolio management, and investment advice. Robert is dedicated to 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

THE Huntington Investment Co.

location

Chicago, IL

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Robert Bein is a financial advisor who has been working in the industry since 1990. He has a wide range of experience, having previously worked at BMO Harris Financial Advisors, Inc. and AXA Advisors, LLC. Currently, he is affiliated with The Huntington Investment Co. Robert Bein holds a Series 7, 6, 26, 52, and 63 licenses, as well as the SIE exam. He has an active registration with the states of Colorado, Illinois, Minnesota, Ohio, and Wisconsin. Robert is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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