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Educational Seminars & Workshops Advisors in Naperville, Illinois
448 Results
Unclaimed

Ausdal Financial Partners, Inc. | CFP ® (Certifications)

location

NAPERVILLE, IL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Leonard Gill is a financial advisor registered with Ausdal Financial Partners, Inc. and M.Brown Financial Advisors. Matthew has been in the industry since May 2019 and holds the Series 7, Series 63, Series 65 and SIE licenses. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Bachelor of Arts degree from Benedictine University.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ADVICE ON UMA PLATFORMS
Unclaimed

Edelman Financial Engines | CFA ® (Certifications)

location

NAPERVILLE, IL

0 Disclosures

ADVISOR BIO

Mazin Ahmed Qureshi is a financial advisor in Naperville, IL. Mazin is registered with Edelman Financial Engines and has been in the industry since August 2011. Mazin is licensed in Illinois.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

Naperville, IL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Meghan Martin is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., serving clients in the Naperville area. Meghan has been working in the financial services industry since 2014. Meghan offers a wide range of financial services, including portfolio management, financial planning, and pension consulting. Meghan is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Fidelity Personal AND Workplace Advisors

location

NAPERVILLE, IL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Melissa Vald is a financial advisor with Fidelity Personal And Workplace Advisors, located in Naperville, IL. Melissa has been in the financial services industry since January 2, 2006 and has a Series 7, Series 31, Series 63, and Series 65 licenses. Melissa has been registered with Fidelity Personal And Workplace Advisors since April 2019. Prior to joining Fidelity Personal And Workplace Advisors, Melissa was a registered representative with Wells Fargo Advisors LLC. Melissa has a strong background in financial planning and portfolio management, and is committed to providing personalized financial advice to her clients.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

PMA Asset Management, LLC

location

NAPERVILLE, IL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Michael Stramara is a financial advisor at PMA Asset Management, LLC. Michael has been in the financial services industry since 1992 and has held previous roles at RBC Capital Markets, LLC and Tucker Anthony Incorporated. Michael is registered to provide investment advice in Pennsylvania and New York. Michael has earned his Series 7, Series 50, and Series 63 securities licenses and his Series 65 Investment Advisor license.

SPECIALIZATIONS

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

PMA Asset Management, LLC

location

NAPERVILLE, IL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Michael Marino has been in the financial industry since 2011. Michael is currently a registered representative and investment adviser representative with PMA Asset Management, LLC. Prior to that, Michael was a registered representative with RBC CAPITAL MARKETS, LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, WELLS FARGO ADVISORS, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michael holds a Series 7, Series 63, Series 50, Series 65, and Series 24 license. Michael is a specialist in managing portfolios 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

Fidelity Personal AND Workplace Advisors

location

NAPERVILLE, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Michael Mousheh is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Michael has been in the industry for a few years and has a strong track record of providing financial advice to clients. Michael is passionate about helping clients achieve their financial goals. Michael is registered in Illinois and Texas and is licensed to sell securities in Illinois. Michael holds the Series 66, Series 7TO and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Edward Jones | CFP ® (Certifications)

location

NAPERVILLE, IL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael James Pine is a financial advisor registered with Edward Jones. Michael has been in the industry since March 4, 2018. He is licensed in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Washington, and Wisconsin. Michael is also a Certified Financial Planner.

SPECIALIZATIONS

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

Principal Securities, Inc. | CFP ® (Certifications)

location

NAPERVILLE, IL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Michael James Murphy is a financial advisor at Principal Securities, Inc. based in Naperville, IL. Michael has been working in the financial services industry since 2011 and is registered in 39 states as well as in Illinois and Texas for Investment Advisor activities. Michael holds Series 7, 63 and 65 licenses and holds a Certified Financial Planner designation. Michael has over 11 years of experience in the financial services industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Naperville, IL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Michael Maday is an active investment advisor representative with J.P. Morgan Securities LLC. Michael has been in the industry since September 10, 2000. Michael has held multiple licenses and has been registered in many states. Currently, Michael is registered in Illinois and Texas. Michael has a wide range of experience and is able to provide financial planning, pension consulting, and portfolio management services to individuals and businesses.

SPECIALIZATIONS

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

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