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Financial Planning Services Advisors in Naperville, Illinois
361 Results
Unclaimed

J.p. Morgan Securities LLC

location

NAPERVILLE, IL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Larry Matusiak is a financial advisor registered in six states. Larry has been in the financial industry since 2007 and has worked with J.p. Morgan Securities LLC since 2012. Before that, Larry was employed by Chase Investment Services Corp., PFS Investments Inc. and Morgan Stanley & Co. Incorporated. Larry's specializations include stocks, bonds, mutual funds, options, and commodities. Larry holds licenses for Series 3, 6, 7, 63, and SIE, along with a Uniform Securities Agent State Law Examination.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

NAPERVILLE, IL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Laura Toms is a financial advisor in the Naperville, IL area. Laura is a Certified Financial Planner and has been in the industry since 1996. Laura is currently registered with Wells Fargo Advisors Financial Network, LLC and has previously been employed by Wells Fargo Clearing Services, LLC, and A. G. Edwards & Sons, Inc..

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
location

NAPERVILLE, IL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Lawrence Douglas Henderson is a financial advisor at Edward Jones. Lawrence has been in the industry for over 14 years and holds a Series 7, Series 66 and SIE license. Lawrence Henderson is registered in 34 states and the District of Columbia for securities and in 2 states for investment advisory services.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

NAPERVILLE, IL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Lawson Frank is a registered representative with Wells Fargo Advisors Financial Network, LLC. Lawson is a financial professional with experience in providing investment consulting services, financial planning, and portfolio management. Lawson has been in the industry since 2019 and has passed several industry exams, including the Series 7TO, Series 9, and Series 66. Lawson works in the Naperville, IL branch of Wells Fargo Advisors Financial Network, LLC and is licensed in Illinois and Texas.

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
location

NAPERVILLE, IL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Lindsey Lyons is a financial advisor who has been in the industry since July 20, 2010. She is currently registered with Edward Jones in IL and TX. Lindsey has worked with various clients including individuals, families, businesses, and retirement plans. Lindsey holds the Series 7, 63 and 66 securities licenses, and the SIE exam. Lindsey's clients appreciate her personalized approach and commitment to helping them achieve their financial goals.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

NAPERVILLE, IL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Lisa Marie Paulosky is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the industry since December 2002. Lisa has been registered as an Investment Advisor Representative in Illinois since 2006 and in Texas since 2011. Lisa is also a registered representative with FINRA and has a Series 7 and Series 66 license. Lisa has a wide range of experience in providing financial planning and investment management services to individual and institutional clients.

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

Cetera Investment Advisers LLC

location

NAPERVILLE, IL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Li-su Tan Lin is a financial advisor at Cetera Investment Advisers LLC with over 25 years of experience in the financial services industry. Li-su Lin's firm, Cetera Investment Advisers LLC, is a national financial services firm, headquartered in Schaumburg, IL, with a focus on providing financial advice and investment management services to individuals, families, businesses, and institutions. Li-su Lin has extensive experience in investment advisory services and financial planning. Li-su Lin holds Series 6, 63, 65, and 26 licenses, and is registered with the state of Illinois and several other states as a financial advisor. Li-su Lin has worked with numerous clients, including individuals, families, businesses, and institutions, and has a strong track record of success in providing financial advice 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
Unclaimed

Wells Fargo Clearing Services, LLC

location

NAPERVILLE, IL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Loreta Tvrdy is a financial advisor with over 25 years of experience in the financial services industry. Loreta is currently registered with Wells Fargo Clearing Services, LLC. Previously, Loreta worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Dean Witter Reynolds Inc. Loreta is licensed to provide financial advice in a number of 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

Wells Fargo Advisors Financial Network, LLC

location

NAPERVILLE, IL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Louis Siracusano is a financial advisor at Wells Fargo Advisors Financial Network, LLC, registered with the state of Illinois. Louis has been active in the financial services industry since May 24, 2005. Louis has worked at Wells Fargo Advisors Financial Network, LLC, since May 2009. Louis is licensed to provide financial advice in 35 states and is a registered representative with FINRA. Louis is licensed to practice law in New York but does not practice law in connection with his financial advisory work.

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

Lantz Financial LLC

location

NAPERVILLE, IL

0 Disclosures

ADVISOR BIO

Madeline Griffith is an Investment Advisor Representative associated with Lantz Financial LLC. Madeline is registered with the state of Illinois and Texas. Madeline has a Series 65 license. Madeline has been in the industry since September 2009. Lantz Financial LLC is a registered investment advisor with offices in Naperville, IL. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals.

SPECIALIZATIONS

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

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