Years of Experience
5-20+ Years
Chicago, IL
9 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
CHICAGO, IL
9 Years Experience
0 Disclosures
ADVISOR BIO
Brian Micciche is a financial professional with over 10 years of experience in the financial services industry. He is currently registered as an investment advisor representative with Bankers Life Advisory Services, Inc. Brian is also licensed to conduct securities business in several states. Brian has experience providing investment consulting services to individuals, businesses, and pension plans. His focus is on financial planning and portfolio management. Prior to joining Bankers Life Advisory Services, Inc., Brian was affiliated with ProEquities, Inc. and Bankers Life & Casualty.
SPECIALIZATIONS
CHICAGO, IL
11 Years Experience
0 Disclosures
ADVISOR BIO
Brian Kentfield is a registered representative with Nuveen Asset Management, LLC. Brian is a seasoned financial professional with over 10 years of experience in the industry. Brian is registered to provide investment advice in 53 states and the District of Columbia. Brian's clients include individuals, corporations, insurance companies, investment companies, and pooled investment vehicles. Brian specializes in providing a variety of financial services, including portfolio management for businesses and individuals, and pension consulting.
SPECIALIZATIONS
CHICAGO, IL
0 Disclosures
ADVISOR BIO
Brian Langenkamp is a Registered Investment Advisor Representative at Zacks Investment Management, Inc. with a focus on developing and implementing investment strategies for both individual and institutional clients. Brian has extensive experience in the financial services industry, having worked at several firms, including Ameritas Investment Corp., Harris Investor Services LLC, Harris Investorline Inc., and Fifth Third Securities, Inc. Brian is well-versed in various investment products and strategies, including futures managed funds, mutual funds, ETFs, and more. Brian is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
Chicago, IL
6 Years Experience
0 Disclosures
ADVISOR BIO
Brian Bennett is a registered investment advisor representative with Morgan Stanley. Brian has been in the industry since February 2019. Brian's current registrations are active in Illinois and Texas. Brian's firm offers a wide range of services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals and investment companies.
SPECIALIZATIONS
CHICAGO, IL
10 Years Experience
0 Disclosures
ADVISOR BIO
Brian Glynn is an investment advisor representative at William Blair. Brian has been in the financial industry since August 18, 2014. Brian has passed the Series 66, Series 24, SIE and Series 7 exams. Brian is registered in Illinois. Brian has previous experience at Foreside Fund Services, LLC and David A. Noyes & Company. Brian is an active member of the financial industry and is committed to providing clients with the highest quality advice and service.
SPECIALIZATIONS
CHICAGO, IL
25 Years Experience
0 Disclosures
ADVISOR BIO
Brian Polerecky is a financial advisor working with UBS Financial Services Inc. Brian has over 20 years of experience in the financial industry. Brian provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Brian is registered to offer investment advice in 35 states.
SPECIALIZATIONS
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
CHICAGO, IL
12 Years Experience
1 Disclosures
ADVISOR BIO
Brian Wang is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Chicago, Illinois. Brian has been in the industry since March 2013 and has a broad range of experience in the financial services industry. Brian specializes in providing investment advice to individuals, businesses, and institutions. Brian holds a Series 7, Series 6, Series 63, and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Brian previously worked at J.P. MORGAN SECURITIES LLC.
SPECIALIZATIONS
Chicago, IL
2 Years Experience
0 Disclosures
ADVISOR BIO
Brian Garcia is an active Registered Representative with J.p. Morgan Securities LLC. Brian has a Series 7TO and a Series 9 license. Brian is registered with the state of Illinois and 52 other states. Brian has been in the industry for 1 year and 5 months. Brian specializes in Mutual Funds, Variable Annuities, Annuities, Life Insurance, and Retirement Plans.
SPECIALIZATIONS
