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

CHICAGO, IL

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Stanley Marx is a financial advisor at William Blair with over 35 years of experience in the industry. He specializes in providing financial planning, investment management, and other services to individuals, businesses, and pooled investment vehicles.

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

Mesirow Financial Investment Management, Inc.

location

CHICAGO, IL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Francis Hynes is a registered investment advisor representative with Mesirow Financial Investment Management, Inc. and Mesirow Institutional Investment Management, Inc. in Chicago, Illinois. Mesirow Financial Investment Management, Inc. manages assets for various client types, including high net worth individuals, corporations, and pension plans. Thomas Hynes has been in the financial industry since 1992.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Hightower Advisors, LLC | CFC ® (Certifications)

location

CHICAGO, IL

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Mingone is an investment advisor representative with Hightower Advisors, LLC. Thomas has been in the industry since March 19, 1990. Thomas is registered in 39 states and the District of Columbia. Thomas is also a registered Investment Advisor Representative in New York. Thomas is a Chartered Financial Consultant.

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

Park Piedmont Advisors LLC

location

Chicago, IL

0 Disclosures

ADVISOR BIO

Thomas Levinson is an Investment Advisor Representative at Park Piedmont Advisors LLC in Chicago, IL. Thomas has been registered with the SEC since 2014 and is also registered with the states of Illinois, New York, and Texas. He is a Series 65 licensed advisor and specializes in providing financial planning, portfolio management for individuals and pension consulting services. Thomas is also a member of Money & Meaning, LLC where he provides customized education, coaching, and facilitation to help high net worth families navigate complex life and family-owned business transitions.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Thomas J Hickey is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., specializing in providing portfolio management services for individuals and businesses. Thomas has been in the financial services industry since 2012 and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Illinois. Thomas has a wide range of experience and knowledge in the financial industry and is committed to helping clients achieve their financial goals. Thomas is also an investment advisor representative and is registered with the state of Texas.

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

Wedbush Securities Inc.

location

CHICAGO, IL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Hennessy is a financial professional with over 20 years of experience in the financial services industry. Thomas is currently registered with Wedbush Securities Inc. and is located in Chicago, Illinois. Thomas holds the Series 3, 99, and SIE licenses. Prior to joining Wedbush Securities Inc., Thomas was employed by ABN AMRO CLEARING CHICAGO LLC 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
Unclaimed

Rockefeller Financial LLC

location

Chicago, IL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Patrick O'Rourke is a financial professional with over 20 years of experience in the industry. Thomas is a registered representative of Rockefeller Financial LLC, a firm with a strong reputation for providing comprehensive financial planning and investment management services. Previously, Thomas worked at BlackRock Investments, LLC and FAM Distributors, INC.

SPECIALIZATIONS

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

Mainstreet Advisors | CFA ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Thomas McKinstry is a financial advisor registered with Mainstreet Advisors. Thomas has been in the industry since 2007 and has a designation as a Chartered Financial Analyst. Thomas is registered as an Investment Advisor Representative in the state of Illinois. The advisor's current firm specializes in providing portfolio management for individuals and businesses, as well as publishing periodicals. Thomas's main office is located in Chicago, Illinois.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

35 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Thomas Mark Tyndorf is a financial advisor with over 30 years of experience in the financial services industry. Thomas is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is a general partner in NEAT Limited Partnership, a family investment vehicle. Previously, Thomas was a registered representative with Credit Suisse Securities (USA) LLC and Donaldson, Lufkin & Jenrette Securities Corporation. Thomas holds Series 7, 63 and 65 licenses. He is a specialist in providing investment advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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

LPL Financial LLC

location

CHICAGO, IL

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Thomas Hunt Spalding is a financial advisor with LPL Financial LLC. Thomas has been in the financial industry since October 4, 1994. Thomas is registered as a Registered Representative (RA) in Illinois. Thomas is also registered as an Investment Adviser Representative (IAR) in Illinois. Prior to joining LPL Financial LLC, Thomas was employed at BMO HARRIS FINANCIAL ADVISORS, INC., HarrisDirect LLC, Harris InvestorLine Inc., Ameritas Investment Corp., Harris InvestorLine, Harris Investors Direct, Inc., Laughlin Group Advisors, Inc., and First Chicago Investment Services, Inc. Thomas has a total of 25 approved state registrations.

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

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