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

Expressive Wealth LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Vanessa N. Martinez is an Investment Advisor Representative at Expressive Wealth LLC. Vanessa has been in the financial industry for over 10 years and holds a Series 6, 7, 63, and 65 license. She is passionate about helping her clients reach their financial goals and has a strong commitment to providing personalized service. Vanessa is also a volunteer with SER Summits Inc., a community-building company that has one conference a year for Latino Financial Advisors.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

CHICAGO, IL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Vanessa Michelle Williams joseph is a financial advisor with J.p. Morgan Securities LLC. Vanessa has been in the financial industry since 1999 and has worked at various firms, including Securities America, Inc., NBC Securities, Inc., ProEquities, Inc., SouthTrust Securities, Inc., and PaineWebber Incorporated. Vanessa holds several licenses, including Series 7, Series 24, Series 4, Series 52TO, Series 53, and Series 66. Vanessa also holds licenses in all 50 states, the District of Columbia, and Puerto Rico. Vanessa specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Vanessa is committed to providing her 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
Unclaimed

Morningstar Investment Services LLC

location

CHICAGO, IL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Vanessa Atwood is a registered investment advisor representative with Morningstar Investment Services LLC. Vanessa Atwood has been working in the financial services industry since October 17, 2019. Vanessa Atwood has Series 66, SIE and Series 7 licenses. Vanessa Atwood previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

CHICAGO, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Venecia Smith is a registered representative with J.p. Morgan Securities LLC in Chicago, IL. Venecia has been in the securities industry since February 2023 and has a Series 63, Series 6TO, and SIE license. Venecia's firm, J.p. Morgan Securities LLC, is a large investment firm with over $250 Billion in assets under management. They are known for providing a wide range of investment services, including financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

Fiducient Advisors LLC | CFA ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Venkata Shreya Canakapalli is a financial advisor with Fiducient Advisors LLC. Venkata has been in the industry since 2012 and has a background in finance. Venkata is a Chartered Financial Analyst and is registered in Illinois and Texas. Venkata works with individuals, families, and non-profit organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING FOR INDIVIDUALS AND NON PROFIT ORGANIZATIONS
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

CHICAGO, IL

experience

1 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Veronica Meza is a registered representative with J.P. Morgan Securities LLC in Chicago, Illinois. Veronica has been in the financial services industry since 2022. Veronica is licensed to sell securities in Illinois. She is a Series 63, Series 6TO, and SIE licensed representative. Veronica is also an active member of FINRA.

SPECIALIZATIONS

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

Cardenas Asset Management, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Veronica Cardenas is a registered investment advisor representative with Cardenas Asset Management, LLC. Veronica has been in the industry since 1989, previously working at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Veronica is registered with the states of Florida, Illinois, Indiana, and Texas. Veronica's current registrations are with Cardenas Asset Management, LLC, which is based in Chicago, Illinois. The firm specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Cardenas Asset Management, LLC is a fee-only investment advisor firm that charges a percentage of assets for its services. The firm has a total of 356 clients, with approximately $107 million in assets under management.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Chicago, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Ojeda is a registered representative with J.P. Morgan Securities LLC. Veronica has been in the industry since 2007. Veronica has passed the Series 6, Series 7, Series 63, and Series 7TO exams. Veronica specializes in working with individuals, high net worth individuals, corporations, labor unions, insurance companies, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Hightower Advisors, LLC

location

CHICAGO, IL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Tereza Giess is a registered investment advisor representative with Hightower Advisors, LLC. Veronica has been in the industry since 2021 and is currently registered with the state of Illinois. Veronica previously worked at Charles Schwab & Co., Inc. Prior to her career in financial services, Veronica worked at various companies including Purdue University, Iowa State University, Express, Enterprise Rent-A-Car, Walmart, Charles Schwab Bank, SSB and Queen of All Saints. Veronica holds a Series 66, Series 7TO, and SIE licenses.

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

J.p. Morgan Securities LLC

location

Chicago, IL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Veronica Llive is a financial advisor who has been working in the industry since 2013. Veronica is currently registered with J.P. Morgan Securities LLC and has been with the firm since June 2013. Veronica holds a Series 6 and a Series 63 license and the SIE exam. Veronica is licensed to practice in several states, including Illinois, Florida, Maryland, New York, and Wisconsin.

SPECIALIZATIONS

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

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