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

Northern Trust Securities, Inc.

location

CHICAGO, IL

experience

4 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brendan Lyons Connor is a financial advisor with Northern Trust Securities, Inc. based in Chicago, IL. Brendan is a registered representative with 10 years of experience in the financial services industry. Brendan is licensed in 53 states and has earned the Series 3, 7, 7TO, and SIE licenses. Brendan specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Greenrock Research, Inc.

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Brendan Malone is a registered investment advisor representative with Greenrock Research, Inc. in Chicago, Illinois. Brendan has over 10 years of experience in the financial services industry and holds the Series 7, Series 50 and Series 66 licenses. Brendan previously worked at Huntington Securities, Inc., BB&T Securities, LLC and B. C. Ziegler and Company. Brendan specializes in providing investment advice and research to other investment advisors, individuals and corporations.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PROVISION OF INVESTMENT ADVICE AND RESEARCH THROUGH ADVISOR CONSULTATIONS
Publication of Financial Periodicals
Unclaimed

Lbmz Securities, Inc.

location

CHICAGO, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Brendan Breslow is an investment advisor representative with Lbmz Securities, Inc. Brendan is based in Chicago, IL. Brendan specializes in investment advisory services including portfolio management for individuals, investment companies, pooled investment vehicles, and businesses. Brendan has been in the investment industry for over 2 years and has experience in other fields including food service and recreation. Brendan holds a Series 7TO and Series 65 license.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CREATES AND MANAGES QUANTITATIVE INVESTMENT MODELS THAT ARE LICENSED TO SPONSORS OF UITS AND ETFS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Hightower Advisors, LLC

location

CHICAGO, IL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Brendan Ronald Jones is a financial advisor with over 20 years of experience in the industry. Brendan currently works as a registered representative for Hightower Advisors, LLC. Brendan's previous employment includes firms such as J.P. Morgan Securities Inc., CIBC World Markets Corp., and UBS PaineWebber Inc. Brendan holds Series 7, Series 63, and Series 66 licenses. Brendan has a strong track record of providing financial advice and portfolio management to individuals, families, businesses, and institutions.

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

Nuveen Asset Management, LLC

location

CHICAGO, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Brendan David Burke is an investment advisor representative at Nuveen Asset Management, LLC. Brendan Burke has been working in the financial services industry since August 18, 2016. Brendan Burke has passed the Series 63, Series 65, Series 7 and SIE exams. Brendan Burke has a state registration in Illinois and is registered with the Financial Industry Regulatory Authority (FINRA). Prior to working at Nuveen Asset Management, LLC, Brendan Burke worked at State Street Global Advisors Funds Distributors, LLC in Boston, MA. Brendan Burke has an extensive background in the industry and is well-equipped to provide a wide range of services to clients.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO ADVICE
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Northern Trust Securities, Inc.

location

CHICAGO, IL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Brendan McMahon is a financial advisor with Northern Trust Securities, Inc. and Northern Trust Investments, Inc. with over 13 years of experience in the industry. Brendan specializes in providing financial advice to individuals, businesses, and investment companies. Brendan is registered to provide investment advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Chicago, IL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Brendan David Guernsey is a registered investment advisor representative with Morgan Stanley. Guernsey has been in the industry since 2005 and has been registered with the state of Illinois since 2009. Guernsey has worked with a range of clients, including individuals, corporations, and charitable organizations. Guernsey is a Series 65 and Series 63 licensed advisor and also holds the SIE and Series 7 licenses. Prior to working at Morgan Stanley, Brendan David Guernsey was employed by CITIGROUP GLOBAL MARKETS INC. from 2005 to 2009.

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

Morningstar Investment Services LLC

location

CHICAGO, IL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Brendon Lally is a financial professional with over 6 years of experience in the industry. Brendon has a background with Nuveen Securities, LLC and FIS Brokerage & Securities Services LLC and is currently registered with Morningstar Investment Services LLC. Brendon has passed the Series 63, Series 7, and the SIE Exam.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

CHICAGO, IL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Brendon Ward is a financial advisor with RBC Capital Markets, LLC, based in Chicago, IL. He is a Registered Representative and Investment Advisor Representative. Brendon has been in the financial industry since August 18, 2019. His previous experience includes TD Ameritrade, Inc. in Chicago, IL.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Hightower Advisors, LLC

location

CHICAGO, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Brendon Winkler is an investment advisor representative at Hightower Advisors, LLC. Brendon has been in the industry since May 8, 2016, and has experience working with clients across various industries. Brendon has obtained the Series 63, Series 66, Series 7 and Series 24 licenses, demonstrating a commitment to professionalism and expertise. Brendon offers financial planning and investment management services, as well as portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS

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