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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Half is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Stephen has been in the securities industry since December 21, 1988. Stephen holds a Series 63, Series 65 and Series 7 licenses, as well as the SIE. Stephen is registered in 38 states. Stephen is currently employed with Merrill Lynch, Pierce, Fenner & Smith Inc. in Chicago, Illinois. Stephen specializes in providing financial advice to corporations, individuals, insurance companies, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.

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

Northern Trust Securities, Inc.

location

CHICAGO, IL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Cousins is a financial advisor with over 20 years of experience in the industry. Stephen currently works at Northern Trust Securities, Inc., and is registered in 50 states. Stephen has a strong background in securities, commodities and investments. Stephen is a Series 3, 7, 24 and 63 licensed advisor. Stephen specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

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

Nuveen Asset Management, LLC

location

CHICAGO, IL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Anthony Porco is a registered investment advisor representative with Nuveen Asset Management, LLC. Stephen is based in Chicago, IL and has been in the industry since March 1, 2008. Stephen has a strong background in financial services, with previous experience at Franklin Distributors, LLC, Legg Mason Investor Services, LLC, and Fidelity Brokerage Services LLC. Stephen holds several licenses and certifications, including the Series 63, 65, 66 and 7 licenses. Stephen is a highly experienced and qualified financial advisor.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO ADVICE
Portfolio Management for Pooled Investment Vehicles
Unclaimed

LCM Capital Management Inc.

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Stephen Gerard Royce is a registered Investment Advisor Representative at LCM Capital Management Inc., based in Chicago, Illinois. Stephen holds the Series 65 license and has been in the industry since July 2007. Stephen's firm, LCM Capital Management Inc., has offices in Chicago, IL and manages approximately $320,348,840 in assets under management. They provide advisory services to individuals, businesses, and pension plans, and specialize in portfolio management.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Robert W. Baird & Co. Inc.

location

CHICAGO, IL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Stephen David Elliott is a financial advisor with over 25 years of experience in the industry. Stephen has a strong background in securities, having held positions at several prominent firms, including Lehman Brothers Inc., Goldman, Sachs & Co., and Cantor Fitzgerald & Co. Stephen currently works as a financial advisor for Robert W. Baird & Co. Inc. Stephen has extensive experience in providing financial advice to a wide range of clients, including individuals, businesses, and institutions. Stephen is a registered representative in several states, including Illinois, Massachusetts, New Jersey, and New York.

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

Hightower Advisors, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Stephen Edward MacKall is a financial advisor with Hightower Advisors, LLC, providing financial planning, portfolio management, and other services to clients. Stephen has extensive experience in the industry, having worked previously with Charles Schwab & Co., Inc.. Stephen is registered to provide investment advice in Florida.

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

Chicago Partners Investment Group LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Stephen Manus is a registered Investment Advisor Representative at Chicago Partners Investment Group LLC and has been in the industry since 1997. Stephen holds both Series 7 and Series 65 licenses and has previously worked at DFA Securities Inc. in Austin, TX. Stephen Manus specializes in a wide range of advisory services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Stephen also offers a robo-advisory service and provides 401(k) plan option review and monitoring.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
401K PLAN OPTION REVIEW & MONITORING
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Bankers Life Advisory Services, Inc.

location

CHICAGO, IL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Stephen Lee Kanode is a financial professional registered with Bankers Life Advisory Services, Inc. Stephen Lee Kanode has been in the financial services industry since May 6, 2018. Stephen Lee Kanode is licensed to provide advisory services in North Carolina and Virginia. Stephen Lee Kanode is also registered to sell insurance products in North Carolina and Virginia. Stephen Lee Kanode has passed the Series 6, 7, 63 and 66 exams and is currently active in the financial services industry.

SPECIALIZATIONS

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

Cresset Asset Management, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Stephen Wathen is an investment advisor representative with Cresset Asset Management, LLC. Stephen Wathen is also a Registered Representative. Stephen Wathen has been in the industry since 1999. Prior to joining Cresset Asset Management, LLC, Stephen Wathen was employed by Hightower Securities, LLC. Stephen Wathen holds the Series 63, 66, 7, 9, 10, and SIE licenses. Stephen Wathen has been active in the industry for over 20 years and has extensive experience in providing financial advice to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES, BOOKKEEPING, FINANCIAL REPORTING, CLERICAL ASSISTANCE IN OTHER FINANCIAL MATTERS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Path Digital Advisors, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Stephen Michael Beavis is a financial advisor at Path Digital Advisors, LLC, working out of their Chicago, IL office. Stephen has been in the financial industry since June 2015 and is registered to provide investment advice in Texas. Stephen has experience in providing investment advice to individuals and corporations.

SPECIALIZATIONS

Portfolio Management for Individuals

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