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

Zuckerman Investment Group

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

William Enoch is an investment advisor representative with Zuckerman Investment Group, a firm headquartered in Chicago, Illinois. William is currently registered with the state of Illinois. William has been in the industry since 1999 and holds Series 6, 63, and 65 licenses. William has previously been registered with BANC ONE SECURITIES CORPORATION, also based in Chicago. William provides financial planning and portfolio management for individuals, pooled investment vehicles, and investment companies. William specializes in portfolio management for individuals, pooled investment vehicles, and investment companies, and in financial planning.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

39 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

William Neal is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. William has been in the industry since 1985 and holds several licenses and certifications including Series 3, 5, 7, 9, 10, 15, 63, and 65. William has worked for a number of firms over the years, including Deutsche Bank Securities Inc., Raymond James & Associates, Inc., and Bank of America, N.A. William's current firm, Merrill Lynch, Pierce, Fenner & Smith Inc., is a large firm with over 10 billion dollars in assets under management. The firm provides a variety of services, including investment management, financial planning, and pension consulting. William is registered to provide investment advice in several states.

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

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

William Knight Blanchard is a financial advisor with over 15 years of experience in the financial services industry. William has held positions at Credit Suisse Securities (USA) LLC, Credit Suisse Lending LLC, and currently works at UBS Financial Services Inc. William is registered to provide investment advice in several states including California, Florida, Illinois, Texas, and Wisconsin. William has a strong background in portfolio management, financial planning, and pension consulting. William has also worked with several non-profit organizations and is active in the community.

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

33 Years Experience

0 Disclosures

ADVISOR BIO

William Schultz is a financial advisor with over 30 years of experience in the industry. William is currently registered with Osaic Wealth, Inc. William is licensed in a number of states and offers a variety of services to individuals and families. These services include financial planning, portfolio management, and pension consulting. William has also held positions with The Lincoln National Life Insurance Company and Cigna Financial Advisors, Inc. William has a strong commitment to providing his clients with personalized advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

Bankers Life Advisory Services, Inc.

location

CHICAGO, IL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

William Burton Chappell is an active advisor with Bankers Life Advisory Services, Inc. William has been in the industry for over 2 years and has a Series 66, 7TO, and SIE license. William is registered in North Carolina and Virginia. William is dedicated to providing financial planning and portfolio management services to individuals and pension and profit-sharing plans. William also offers educational seminars and assists with selecting other advisors as needed.

SPECIALIZATIONS

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

Chicago, IL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

William Maxwell Kramer is a financial advisor registered with Morgan Stanley. William has been in the industry for over 10 years and is licensed to provide advisory services in the state of Illinois and Texas. William is also registered as an Investment Advisor Representative in the state of Illinois and Texas.

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
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

William Gomolinski is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. William has over 10 years of experience in the financial services industry. William is registered with FINRA and the state of Illinois. He is also registered with the state of Texas as an investment advisor representative. William holds a Series 7 and Series 66 license. He also holds the Securities Industry Essentials Examination (SIE). William has been with Merrill Lynch since 2014. William specializes in portfolio management, financial planning, and retirement planning. He serves a variety of clients, including individuals, families, businesses, and institutions. William is committed to providing his clients with personalized service and helping them achieve their financial goals.

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

18 Years Experience

0 Disclosures

ADVISOR BIO

William Chester Smigiel is a financial advisor at LPL Financial LLC. William Chester Smigiel has been in the financial industry since 2007 and has been registered with LPL Financial LLC since 2018. William Chester Smigiel is a licensed financial advisor in multiple states. In addition to LPL Financial LLC, William Chester Smigiel has also worked at INVEST FINANCIAL CORPORATION and LIBERTY BANK FOR SAVINGS. William Chester Smigiel offers financial planning, portfolio management, and other advisory services. William Chester Smigiel is a licensed financial advisor in California, Florida, Illinois, Maryland, and Wisconsin.

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
Unclaimed
location

Chicago, IL

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

William Taylor Patterson is a financial advisor with Morgan Stanley. William has over 30 years of experience in the financial services industry. He is a registered representative and investment advisor representative in Florida and Illinois. William has a strong track record of providing financial advice and investment management services to a diverse clientele, including individuals, families, corporations, and charitable organizations. William has a strong track record of providing financial advice and investment management services to a diverse clientele, including individuals, families, corporations, and charitable organizations. William's clients are spread across many states, and he is dedicated to providing each one with personalized and comprehensive financial solutions.

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
ASSET ALLOCATION ADVICE
Unclaimed

UBS Financial Services Inc.

location

CHICAGO, IL

experience

52 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

William Read is a financial advisor with UBS Financial Services Inc. with over 50 years of experience in the financial services industry. William has been registered with UBS Financial Services Inc. since April 2009, and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. William is a registered representative in 39 states, and has a Series 65, Series 63, Series 7TO, SIE, PC and Series 1. William specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, selection of other advisors, security ratings, and publication of periodicals.

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

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