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Financial Planning Services Advisors in Naperville, Illinois
361 Results
Unclaimed

Calamos Wealth Management LLC

location

NAPERVILLE, IL

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Evan Kanarek is a financial advisor who has been in the industry since 2009. Evan is currently registered with Calamos Wealth Management LLC and holds Series 66, 63, 7, 31, and SIE licenses. Evan has experience with a variety of firms, including J.P. Morgan Securities LLC, M&T Securities, Inc., Quasar Distributors, LLC, and Connectus Wealth. Evan specializes in providing asset allocation services, financial planning, pension consulting, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Unclaimed

J.p. Morgan Securities LLC

location

NAPERVILLE, IL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Flavia Cardozo is a financial advisor who has been working in the industry since February 4, 2008. Flavia is currently registered with J.P. Morgan Securities LLC and holds Series 6, 7TO, 63, and 66 licenses. Flavia has experience working with individuals, corporations, and institutions. Flavia specializes in providing financial planning, portfolio management, and selection of other advisers. Previously, Flavia worked at Chase Investment Services Corp.

SPECIALIZATIONS

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

LPL Financial LLC

location

NAPERVILLE, IL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Frank Grote is a financial advisor with over 20 years of experience. Frank is currently registered with LPL Financial LLC in Naperville, Illinois and has a Series 6, 7, 63, 65 and SIE licenses. Frank has been active in the industry since 2000 and worked with AXA Advisors, LLC, H&R Block Financial Advisors, Inc, BANC One Securities Corporation, Chase Investment Services Corp, J.P. Morgan Securities LLC and BMO HARRIS FINANCIAL ADVISORS, INC prior to joining LPL Financial LLC. Frank's areas of expertise include financial planning, portfolio management for businesses and individuals and pension consulting. Frank also provides educational seminars. Frank is committed to providing his clients with personalized financial advice and helping 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Raymond James & Associates, Inc.

location

NAPERVILLE, IL

experience

37 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Frank Grossman is a financial advisor with Raymond James & Associates, Inc. Frank has been in the financial industry since May 1987 and has a strong background in providing financial planning and investment management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

NAPERVILLE, IL

0 Disclosures

ADVISOR BIO

Gabriel Siracusano is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC in Naperville, Illinois. Gabriel has been in the financial industry since May 2023 and has a Series 7TO and SIE license. Gabriel is currently registered with the state of Illinois and is active in the Broker-Dealer scope. Gabriel's firm has over 2898 investment advisor representatives and provides advisory services to individuals, businesses, and institutions.

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

Integrated Wealth Concepts LLC

location

NAPERVILLE, IL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Garrett Jon Hall is a financial advisor who has been in the industry since 2015. Garrett Jon Hall is registered with the state of Arizona, Colorado, Illinois and Texas. Garrett Jon Hall is currently employed at Integrated Wealth Concepts LLC. Previously, Garrett Jon Hall was employed at CCO CAPITAL, LLC. Garrett Jon Hall works with individuals, high-net-worth individuals, trusts, estates, corporations and businesses.

SPECIALIZATIONS

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

LPL Financial LLC

location

NAPERVILLE, IL

experience

53 Years Experience

0 Disclosures

ADVISOR BIO

Gary Carl Erickson is a financial advisor with LPL Financial LLC in NAPERVILLE, IL. Gary has over 50 years of experience in the financial services industry. Gary has worked with a variety of clients, including individuals, families, businesses, and institutions. Gary has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Gary holds the Series 7TO, SIE, and Series 1 licenses.

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

Ameriprise Financial Services, LLC

location

NAPERVILLE, IL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Gayle Lynn Peterson-gillen has been in the financial services industry since 2005. Gayle is currently registered with Ameriprise Financial Services, LLC and has been a registered representative since 2007. Previous employers include MML Investors Services, INC., NATCITY INVESTMENTS, INC. and AMERIPRISE FINANCIAL SERVICES, INC. Gayle holds Series 7, 9, 10, 24, 66, and SIE licenses. Gayle is a licensed representative in Arizona, California, Colorado, Florida, Illinois, Indiana, Louisiana, Mississippi, Ohio, Tennessee, Texas, West Virginia, Wisconsin, and Wyoming.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

NAPERVILLE, IL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Grazyna Kolenda is a financial advisor who has been in the industry since 2001. Grazyna is currently registered with J.p. Morgan Securities LLC, and has also worked with Chase Investment Services Corp., BANC ONE Securities Corporation, MetLife Securities Inc., and Metropolitan Life Insurance Company. Grazyna holds the Series 6, Series 63, and SIE licenses and specializes in providing financial advice to individuals, corporations, insurance companies, charitable organizations, and pension plans.

SPECIALIZATIONS

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

LPL Financial LLC

location

NAPERVILLE, IL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Gregg Vann is a financial advisor currently registered with LPL Financial LLC. Gregg has been in the industry since November 2009 and has held previous positions at James T. Borello & Co. and Morgan Stanley Smith Barney. Gregg has a Series 7, Series 66, and SIE license and is registered in 14 states.

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

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