Invested Better
Portfolio Management for Businesses Advisors in Northbrook, Illinois
338 Results
Unclaimed

Kovitz Investment Group Partners, LLC

location

Northbrook, IL

0 Disclosures

ADVISOR BIO

Evan Jeffrey Ferry is an investment advisor representative registered with Kovitz Investment Group Partners, LLC. Evan Ferry has been in the industry for 5+ years. Evan Ferry is licensed to provide investment advice in Illinois. Evan Ferry holds the Series 65 license. Kovitz Investment Group Partners, LLC is a registered investment advisor and has a total of 184 investment advisory professionals. Kovitz Investment Group Partners, LLC manages approximately $11,290,749,061 of assets for individuals, businesses, families, and other entities. Evan Ferry focuses on 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
Portfolio Management for Investment Companies
CREDIT, CASH AND INSURANCE SOLUTIONS, FAMILY OFFICE SERVICES, CORPORATE EXECUTIVE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NORTHBROOK, IL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Ewa Hassa is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over $1 trillion in assets under management. Ewa has been in the financial services industry since 2002 and holds a wide range of licenses and certifications. She has experience working with a variety of clients including individuals, businesses, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Ewa specializes in providing investment advisory services, portfolio management, and educational seminars.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NORTHBROOK, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Fradi Dababneh is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Fradi has been in the industry since April 2023 and is currently licensed in Illinois and Texas. Fradi holds the Series 7, Series 66, and SIE licenses.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NORTHBROOK, IL

experience

53 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Frederick S. Fox is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Frederick S. Fox has been in the financial industry since March 10, 1972. Frederick S. Fox has passed the Series 63, Series 65, Series 7TO, SIE, PC, and Series 1 exams. Frederick S. Fox is registered in 36 states, including Illinois, Texas, Arizona, California, and Colorado. Frederick S. Fox has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH, INC., SHEARSON HAYDEN STONE INC., and SHEARSON, HAMMILL & CO., INCORPORATED. Frederick S. Fox specializes in providing financial advice to high-net-worth individuals, corporations, individuals, and other businesses. Frederick S. Fox is also a Registered Representative and Investment Advisor Representative.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NORTHBROOK, IL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Frederick John Phillips is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Frederick has been in the securities industry since August 3, 1997. Frederick is licensed to provide securities and investment advisory services in Illinois, Texas, and many other states. Frederick specializes in providing a variety of financial services, including portfolio management, retirement planning, and investment advice.

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

Watchtower Wealth, LLC

location

NORTHBROOK, IL

0 Disclosures

ADVISOR BIO

Gabriel Salimi is a financial advisor with Watchtower Wealth, LLC, based in NORTHBROOK, IL. Gabriel has been in the industry since 2006 and is a registered Investment Advisor Representative. Gabriel holds the Series 6, 7, and 66 licenses. In addition to Watchtower Wealth, LLC, Gabriel has previously worked at Fifth Third Securities, INC., and Chase Investment Services Corp.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NORTHBROOK, IL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Gabrielle Lounds is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Gabrielle Lounds has been in the industry since 2014 and has passed the Series 66, Series 7 and SIE exams. Gabrielle Lounds currently holds registrations in 43 states. Gabrielle Lounds previously worked at several other firms including Rim Securities LLC and United Planners' Financial Services of America A Limited Partner. Gabrielle Lounds provides financial advice to individuals, corporations, pension and profit-sharing plans, investment companies, and other businesses. Gabrielle Lounds also provides investment advisory services and other financial products such as mutual funds, stocks, bonds, and insurance products.

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

Berthel, Fisher & Co. Financial Services, Inc.

location

NORTHBROOK, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Gail Caroline Kaczmarowski is a financial advisor registered with Berthel, Fisher & Co. Financial Services, Inc. and BFC Planning, Inc. Gail Caroline Kaczmarowski has been in the industry since 2023. Gail Caroline Kaczmarowski is registered to provide investment advice in 25 states and is Series 66, Series 7TO, and SIE licensed.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NORTHBROOK, IL

experience

7 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Garrett Dahm is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., a large financial firm with over $1 trillion in assets under management. Garrett has been a financial advisor for over 6 years and is licensed to provide financial advice in a variety of states, including Illinois, Texas, and many others. Garrett specializes in providing financial advice to individuals, families, and businesses. He is also experienced in providing financial planning services, including retirement planning, college savings, and estate planning. In addition to his work as a financial advisor, Garrett is also a part-time DJ/musician.

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

Edelman Financial Engines

location

NORTHBROOK, IL

0 Disclosures

ADVISOR BIO

Gary Riederman is an active investment advisor representative registered with Edelman Financial Engines. Gary has over 28 years of experience in the financial services industry. Gary has a Series 6, 7 and 63 licenses and is also a registered Investment Advisor. Gary has previously worked with EF Legacy Securities, LLC, Sanders Morris Harris LLC and AXA Advisors, LLC.

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

Need help matching

with the right advisor?