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

CHICAGO, IL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Scott Brian Carnow is a financial advisor currently registered with William Blair & Company, L.L.C. and has been in the industry since February 12, 1996. Scott Carnow is a registered representative of William Blair and holds Series 63, Series 65, Series 7, and SIE licenses. Scott Carnow has experience working with individuals, corporations, pension and profit-sharing plans, and pooled investment vehicles. Scott Carnow is also registered as an Investment Advisor Representative in Illinois.

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

Bull & Bear Advisors LLC | CFA ® (Certifications)

location

Chicago, IL

0 Disclosures

ADVISOR BIO

Scott Rausch is a financial advisor currently registered with Bull & Bear Advisors LLC. Scott has been in the industry since 2013 and is a Chartered Financial Analyst. Scott is registered as an Investment Advisor Representative in Illinois. Prior to joining Bull & Bear Advisors LLC, Scott worked at Northwestern Mutual Investment Services, LLC and Bernardi Securities, Inc. Scott specializes in providing financial planning and portfolio management services to individuals and high net worth individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

THE Huntington Investment Co.

location

Chicago, IL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Scott Wayne Shawaker is a financial advisor with over 20 years of experience in the financial services industry. Scott has held positions at several reputable firms, including Lehman Brothers Inc., J.P. Morgan Securities Inc., and Cowen and Company. Scott currently works at The Huntington Investment Co. He is a Series 7, Series 63, and Series 65 licensed professional, specializing in providing financial advice to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

CHICAGO, IL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Scott Skie is a financial advisor with over 16 years of experience in the financial services industry. Scott is currently registered with Robert W. Baird & Co. Inc. and has been with the firm since 2005. Scott holds a Series 7, Series 9, Series 24 and Series 66 license. Scott is registered in Illinois and Ohio.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Retirement Plan Advisors, LLC | CFC ® (Certifications)

location

CHICAGO, IL

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Scott Burbank is a financial advisor with Retirement Plan Advisors, LLC. Scott Burbank has been in the financial services industry since January 11, 1989. He is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Scott Burbank holds a Series 7 and Series 63 license, as well as a Series 26 license. He is also a Chartered Financial Consultant. Scott Burbank's current employment is with Retirement Plan Advisors, LLC. Prior to that, Scott Burbank was employed with Hartford Securities Distribution Company, Inc., Hartford Equity Sales Company Inc., and Penn Mutual Equity Services, Inc. Scott Burbank's primary office is located in Chicago, Illinois.

SPECIALIZATIONS

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

Hightower Advisors, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Scott Tasch is a financial advisor with Hightower Advisors, LLC in Chicago, IL. Scott has been in the financial industry since 2003. Scott has a Series 7, Series 6, and Series 63 license and holds a Uniform Investment Adviser Law Examination certification. Scott has previous experience with Park Avenue Securities LLC and Mass Mutual Insurance Co. in Purchase, NY. Scott works with high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and other entities. He is also a member of Hightower Advisors' Altium Wealth Management LLC.

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

Equity Services, Inc.

location

CHICAGO, IL

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Scott Bradford is an investment advisor representative with Equity Services, Inc. Scott has been in the industry since 2018. Scott has a Series 63, Series 65, Series 6TO, and SIE licenses. Scott works with a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Scott provides financial planning, pension consulting, and portfolio management services. Scott also offers educational seminars and selection of other advisors. Scott is registered to offer investment advisory services in Colorado, Minnesota, Utah, and Wisconsin.

SPECIALIZATIONS

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

Hightower Advisors, LLC | CFC ®,CFA ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Scott David Sorensen is a financial advisor at Hightower Advisors, LLC. Scott has over 30 years of experience in the financial services industry. Scott provides financial planning and investment management services to individuals, families, businesses and institutions. Scott is a Chartered Financial Consultant and a Chartered Financial Analyst. He holds Series 6, 7, and 63 securities licenses. Scott is also a member of the National Association of Personal Financial Advisors (NAPFA). Scott is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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

Citigroup Global Markets Inc.

location

CHICAGO, IL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Scott Kriegshaber is a financial advisor with Citigroup Global Markets Inc. Scott has been a financial advisor since 2000. Scott has been registered with the state of Illinois since 2011. Scott has a Series 7, Series 9, Series 10, Series 24, Series 63, and Series 65 licenses. Scott's previous employers include CITICORP INVESTMENT SERVICES, MONY SECURITIES CORPORATION, AXA ADVISORS, LLC, and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION. Scott specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Scott also provides financial planning, pension consulting, asset allocation advice, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Cibc Private Wealth Advisors, Inc. | CFP ®,CFA ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Scott Havens Newhall is a financial advisor with CIBC Private Wealth Advisors, Inc., based in Chicago, Illinois. Scott has been in the financial industry since 1992 and has a broad range of experience. Scott holds the Series 3, Series 7 and Series 63 licenses. Scott also holds the Certified Financial Planner and Chartered Financial Analyst designations.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
INDEX PROVIDER
Portfolio Management for Pooled Investment Vehicles

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