Invested Better
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

Oppenheimer & Co. Inc.

location

CHICAGO, IL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

William Frederick Gilchrist is an investment advisor representative with Oppenheimer & Co. Inc. William has been in the industry since August 2019 and has a broad range of experience. William is registered with the state of Illinois as well as 31 other states. William is also registered with the Financial Industry Regulatory Authority (FINRA). William has passed the Series 66, Series 7TO, and SIE exams. William specializes in investments for individuals, businesses, pooled investment vehicles and pension consulting.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

CHICAGO, IL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

William Louis Fieber is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. William has been in the securities industry since 2019. William holds a Series 7TO, Series 63, and Series 66 license.

SPECIALIZATIONS

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

Hightower Advisors, LLC

location

CHICAGO, IL

disclosure

4 Disclosures

ADVISOR BIO

William Blanke has been in the financial services industry since 1975 and is currently a registered representative with Hightower Advisors, LLC. He has over 40 years of experience in the field, and holds various licenses and certifications, including Series 4, 7, 9, 10, 12, 24, 63, and 65. Prior to joining Hightower Advisors, LLC, William was registered with Hightower Securities, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Paine, Webber, Jackson & Curtis Inc., Paine, Webber, Jackson & Curtis Incorporated, and Stifel, Nicolaus & Company, Incorporated. William has experience working with a variety of clients, including individuals, businesses, and institutions. He specializes in providing financial planning and investment management services.

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

Rockefeller Financial LLC

location

Chicago, IL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

William Colwyn is a financial advisor who has been in the industry since 1999. William is currently registered with Rockefeller Financial LLC in Chicago, Illinois and is also registered in Texas. Before joining Rockefeller Financial LLC, William worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. William has a variety of licenses and certifications including Series 7, Series 31, Series 63, and Series 65. William provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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

0 Disclosures

ADVISOR BIO

William Britt is an investment advisor representative at Hightower Advisors, LLC. William has been in the industry since July 2014 and has worked at firms such as Fortiter Wealth Management, LLC, Jackson Hill Advisors, Eagle Global Advisors, and South Fork Wealth Management LLC. William is a licensed Investment Advisor Representative in Texas and holds the Series 65 exam. William's areas of expertise include Financial Planning, Pension Consulting, and Portfolio Management for Individuals and Businesses. William specializes in working with corporations, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. William is affiliated with Hightower Advisors, LLC, which has offices in Houston, Texas and Chicago, Illinois.

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

Wells Fargo Clearing Services, LLC

location

CHICAGO, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

William Stiles is a financial advisor registered with Wells Fargo Clearing Services, LLC. William has been in the financial services industry for over 2 years. William has passed the Series 7, Series 66, and the SIE exams. William is registered in 23 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

J.p. Morgan Securities LLC

location

Chicago, IL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

William Nwabueze Chukwu is a financial professional with over 20 years of experience in the industry. William is registered with J.P. Morgan Securities LLC and is licensed to provide investment advice in Illinois and Texas. William previously held positions at Foreside Funds Distributors LLC, Aston Funds Distributors, Inc., CitiCorp Investment Services and Salomon Smith Barney Inc. William has a broad range of experience in the financial services industry and specializes in providing financial planning, pension consulting and portfolio management services for both individuals and businesses.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

CHICAGO, IL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

William C Waddell is a Registered Representative with Robert W. Baird & Co. Inc. based in Chicago, Illinois. William C Waddell has been working in the securities industry since April 10, 2019. William C Waddell has passed the Series 7TO, SIE, and Series 66 exams. William C Waddell is registered to provide securities related services in Arizona, California, Florida, Illinois, Indiana, Iowa, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, Ohio, Oregon, Pennsylvania, Tennessee, Texas, and Wisconsin. William C Waddell is also registered as an Investment Advisor Representative in Illinois.

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

Blue Line Capital

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

William Samuel Baruch is an investment advisor representative at Blue Line Capital. William has been in the securities industry for over 15 years, working with clients to meet their financial goals. William holds Series 3, 7, and 65 securities licenses. William has specialized knowledge in Investment Advisory, and Commodity and Futures Trading. William also has a deep understanding of the investment needs of individuals and businesses. William's previous roles include positions at MF Global Inc. and The Riderwood Group Incorporated.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals

Need help matching

with the right advisor?