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

CHICAGO, IL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Alfred Wilson is a registered representative with William Blair. Thomas has been active in the financial services industry since October 31, 1991. Thomas currently holds registrations in 41 states and the District of Columbia as a broker and in 1 state as an investment advisor.

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

Corient | CFA ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Thomas McGrath is a financial advisor with Corient. Thomas has been working in the financial industry since 2009 and is registered with the state of Illinois. Thomas has experience in portfolio management, financial planning, and pension consulting. Thomas specializes in working with individuals, families, businesses, and charitable organizations. Corient provides a variety of financial services, including investment 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
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Power is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., located in Chicago, Illinois. Thomas has been in the industry since 2015 and has a Series 7, Series 63, and Series 66 license. Thomas provides portfolio management services to individuals and businesses, as well as pension consulting and educational seminars. Thomas previously worked at E*TRADE SECURITIES LLC.

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

UBS Financial Services Inc.

location

CHICAGO, IL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Alfred Wilson is an investment advisor representative with UBS Financial Services Inc.. Thomas Wilson is registered with the state of Illinois and holds a Series 7TO, Series 66 and SIE licenses. Thomas Wilson has been in the financial services industry for 5 years. Prior to joining UBS Financial Services Inc., Thomas Wilson was affiliated with William Blair in Chicago, Illinois. Thomas Wilson is also registered with the state of Arizona, Arkansas, California, Colorado, Delaware, Florida, Hawaii, Indiana, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Hampshire, New Mexico, New York, Ohio, Puerto Rico, South Dakota, Texas, Utah, Washington, and Wisconsin. The firm is headquartered in Weehawken, New Jersey, and has more than 11,000 registered representatives and 9,200 investment advisor representatives. UBS Financial Services Inc. manages over $702 billion in assets under management.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

CHICAGO, IL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Kedzie is a financial advisor with over 23 years of experience in the industry. He is currently registered as a Registered Representative (RA) with Osaic Wealth, Inc. in both Illinois and Texas. Prior to joining Osaic Wealth, Inc., Thomas worked with several other firms, including THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Thomas holds various licenses, including Series 6, 7, 63, and 65. He is also a licensed insurance agent, selling accident, health, disability, long-term care, traditional life insurance, and fixed and indexed annuities. Thomas's experience and expertise in the financial services industry can be of value to clients seeking financial advice and guidance.

SPECIALIZATIONS

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

Hightower Advisors, LLC

location

CHICAGO, IL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Thomas McGuirk is a financial advisor with over 20 years of experience in the industry. He is currently registered with Hightower Advisors, LLC and has been with the firm since September 2010. Thomas is also registered with the state of California as an Investment Advisor Representative. Prior to joining Hightower Advisors, Thomas held positions at various firms including Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Sanford C. Bernstein & Co., LLC and Charles Schwab & Co., Inc. Thomas specializes in portfolio management for individuals and businesses and offers a range of advisory services including financial planning, pension consulting, 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

Robert W. Baird & Co. Inc.

location

CHICAGO, IL

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Thomas Heidenrich is an investment advisor representative at Robert W. Baird & Co. Inc. Thomas has been in the industry since June 27, 2001. Thomas is registered with the state of Illinois. Thomas has passed the Series 63, Series 66, Series 7, and SIE exams. Thomas has worked at Robert W. Baird & Co. Inc. since June 2003. Prior to that, Thomas worked at NationsBanc Montgomery Securities LLC and BancAmerica Securities, Inc.

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

Wintrust Investments LLC

location

CHICAGO, IL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Zidar is a financial advisor with Wintrust Investments LLC based in Chicago, Illinois. Thomas has been in the industry since September 8, 1999, and holds a Series 7, Series 24, and Series 63 license. Thomas specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

Equity Services, Inc.

location

CHICAGO, IL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Morin is a financial advisor with Equity Services, Inc. Thomas is also an agent for National Life. Thomas has been in the financial services industry since September 2020. Thomas holds a Series 7, Series 66, and SIE license and is registered in 14 states. Thomas specializes in financial planning and investment management.

SPECIALIZATIONS

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

Morningstar Investment Services LLC

location

CHICAGO, IL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Mccarthy O'Brien has been in the financial services industry since 2009. Thomas is currently registered as a Registered Investment Advisor representative with Morningstar Investment Services LLC. Prior to that, Thomas has worked with several other firms including Genesis Global Trading, Inc, Grayscale Securities, LLC, and Northern Lights Distributors, LLC. Thomas holds a Series 63, 65, and 66. In addition to his Series 63, 65, and 66, Thomas also holds the SIE, Series 31, and Series 7. Thomas is a silent equity partner of Train, LLC, a private workout facility.

SPECIALIZATIONS

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

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