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

Northern Trust Securities, Inc.

location

CHICAGO, IL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Brian Byers is a financial professional with over 16 years of experience in the financial services industry. Brian is currently registered with Northern Trust Securities, Inc. and is licensed to provide investment advice in 53 states. Brian has previously held positions with CREDIT SUISSE SECURITIES (USA) LLC and NORTHERN TRUST SECURITIES, INC.. Brian is also a Registered Options Principal and holds the Series 7, Series 63, and SIE licenses. Brian’s specializations include options, equities, fixed income, and mutual funds.

SPECIALIZATIONS

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

Zacks Investment Management, Inc.

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Brian Vandenheuvel is a financial advisor who has been in the industry since 1996. Brian is currently registered with Zacks Investment Management, Inc. Brian specializes in providing financial advice to individuals, businesses, investment companies, and pooled investment vehicles. Brian offers a range of advisory services, including financial planning, portfolio management, and creates and manages quantitative investment models. Brian is also a licensed investment advisor in Arizona. Prior to joining Zacks Investment Management, Inc., Brian worked at M. S. HOWELLS & CO., MORGAN STANLEY DW INC. and NYLIFE SECURITIES INC.

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

Brian Thompson Financial | CFP ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Brian E. Thompson is a financial advisor with Brian Thompson Financial. Brian is registered with the state of Illinois and New York and holds a Certified Financial Planner designation. Brian has been in the industry since 2007. Brian provides financial planning and portfolio management services to individuals and businesses. Brian also prepares taxes and provides tax representation through Brian Thompson Tax LLC.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

CHICAGO, IL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Brian Early is an investment advisor representative at William Blair, with a focus on providing financial advice and portfolio management services to a wide range of clients. Brian is licensed to offer advisory services in Illinois, North Dakota, Rhode Island, South Dakota and Utah. Brian has been active in the financial services industry since 2008 and holds Series 7 and 66 licenses.

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

J.p. Morgan Securities LLC

location

CHICAGO, IL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Brian Drexel is a registered representative and investment advisor representative with J.p. Morgan Securities LLC. Brian Drexel is a Series 7, Series 52, and Series 63 licensed professional. Brian Drexel has been active in the securities industry since 1999. Brian Drexel's previous employers include CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, BANC ONE CAPITAL MARKETS, INC., ABN AMRO FINANCIAL SERVICES, INC., MR. STOCK, INC., SII INVESTMENTS, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., and BA INVESTMENT SERVICES, INC. Brian Drexel holds a Series 53, Series 24, and Series 4 principal license. Brian Drexel specializes in providing financial planning, pension consulting, and selection of other advisers for individual and business clients.

SPECIALIZATIONS

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

Chicago, IL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Brian Christopher Kenney is a registered investment advisor representative with Morgan Stanley. Brian has been in the financial services industry since September 1999. Brian holds a Series 7, Series 31, and Series 63 licenses. Brian is licensed to sell securities in 53 states and the District of Columbia, and is also registered as an investment advisor representative in Illinois and Texas. Brian's previous experience includes working at UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated.

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

Vestor Capital, LLC | CFP ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Brian C. Baker is a financial advisor at Vestor Capital, LLC. Brian has been in the industry since 2013 and holds the Series 7, Series 66 and SIE licenses. Brian has a strong background in the financial industry, having previously worked at Vestor Capital Securities, LLC. Brian is also a Certified Financial Planner. Brian is passionate about helping individuals achieve their financial goals. Brian specializes in providing financial planning, portfolio management and credit and cash management solutions to individuals, families, and small businesses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Publication of Financial Periodicals
Unclaimed
location

Chicago, IL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Brian Birnbaum is an investment advisor representative with Morgan Stanley. Brian has been in the financial services industry since 2009 and has a Series 66, Series 7, and SIE license. Brian specializes in portfolio management for individuals, investment companies, and businesses, financial planning, pension consulting, and educational seminars. Brian is also a member of the Finance Committee for the Oak Park River Forest Infant Welfare Society.

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

Transamerica Financial Advisors, Inc.

location

CHICAGO, IL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Brian Buss is a financial advisor with over 25 years of experience in the industry. Brian is currently registered with Transamerica Financial Advisors, Inc. and has held prior registrations with WORLD GROUP SECURITIES, INC. and WMA SECURITIES, INC.. Brian is licensed to provide investment advice in several states including Georgia, Hawaii, Illinois, Indiana, Massachusetts and Wisconsin. Brian has passed exams for both Series 6 and Series 63 and specializes in Financial Planning and Portfolio Management. Brian is committed to helping individuals and families achieve their financial goals.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Northern Trust Securities, Inc.

location

Chicago, IL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Brian Monahan is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with Northern Trust Securities, Inc. in Illinois. Brian has a wide range of experience in the financial services industry and has held various roles, including a position at Northern Trust Bank. Brian is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

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

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