Invested Better
Selection of Other Advisors Advisors in Oak Brook, Illinois
490 Results
Unclaimed

Equitable Advisors, LLC

location

OAK BROOK, IL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Johnson is a financial advisor at Equitable Advisors, LLC, working from their Oak Brook, IL branch office. Aaron has been in the industry since January 2021. He is registered as a Registered Representative in Illinois, Indiana, and Michigan. Aaron has passed the Series 7, Series 63, Series 66 and SIE exams. He works with individual and business clients.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

OAK BROOK, IL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Tokh is a registered investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 15 years of experience in the industry. Aaron has held previous positions at CITIGROUP GLOBAL MARKETS INC. and CITICORP INVESTMENT SERVICES. Aaron holds a Series 6, 7, 26, 63, and 65 license and has also passed the SIE Exam. Aaron's areas of focus include business development companies, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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

Wells Fargo Advisors Financial Network, LLC

location

OAK BROOK, IL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Cates is a financial advisor with over 20 years of experience in the industry. Aaron is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with this firm since June 2019. Prior to joining Wells Fargo Advisors, Aaron was registered with Wells Fargo Clearing Services, LLC, Manning & Napier Investor Services, Inc., and Calamos Financial Services LLC. Aaron holds Series 7, 31, and 66 licenses and the SIE exam.

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

Fidelity Personal AND Workplace Advisors

location

OAK BROOK, IL

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Agnieszka Sokolowska is an investment advisor representative with Fidelity Personal And Workplace Advisors. Agnieszka has been in the industry since April 15, 2018. Agnieszka holds Series 6, 7TO, 63 and 65 licenses and has passed the SIE exam. Agnieszka is registered in Arizona, Florida, Hawaii, Illinois, Indiana, Michigan, Ohio, South Dakota, Texas, and Wisconsin. Prior to joining Fidelity Personal And Workplace Advisors, Agnieszka worked at Citigroup Global Markets Inc.

SPECIALIZATIONS

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

Oak Brook, IL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Aimee Lynn Bowman is a financial advisor at Morgan Stanley. Aimee is licensed to provide financial advice in 47 states. Aimee has been in the financial services industry since 2014. Aimee specializes in providing financial advice to individuals, high net worth individuals, businesses, investment companies, pension plans, insurance companies, charitable organizations, and state or municipal government entities.

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
ASSET ALLOCATION ADVICE
Unclaimed

Fidelity Personal AND Workplace Advisors

location

OAK BROOK, IL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Aivilis Wibbeler is a financial advisor at Fidelity Personal And Workplace Advisors in Oak Brook, Illinois. Aivilis has been in the industry for a few years and is registered to provide investment advice in several states. Aivilis specializes in providing financial planning, educational seminars, and portfolio management services to individuals and businesses.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

OAK BROOK, IL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Alan Madej is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alan has been in the securities industry since 2007. Alan specializes in providing financial services to a wide range of clients, including individuals, corporations, and institutional investors. Alan has a strong track record of providing high-quality investment advice and 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

OAK BROOK, IL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Aleksandar Mitrovic is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Aleksandar has been in the financial industry since June 2018. Aleksandar is licensed in Illinois and Texas and is registered with FINRA. Aleksandar has earned the Series 66, Series 7, 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

LPL Financial LLC | CFP ® (Certifications)

location

OAK BROOK, IL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Alex Philip Marusarz is a financial advisor with LPL Financial LLC, working from their Oak Brook, IL branch office. Alex has been in the industry since May 2012 and has an active license in Illinois. Alex has also held a previous position at Waddell & Reed in Oak Brook, IL. Their specialties include providing investment advice to individuals, businesses, and charitable organizations. Alex holds the Series 66, Series 7 and SIE licenses. They are also a Certified Financial Planner.

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

Fidelity Personal AND Workplace Advisors

location

OAK BROOK, IL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Valentino Short is a financial advisor who has been active in the financial industry since May 2021. Short is currently registered with Fidelity Personal And Workplace Advisors and holds the following licenses: Series 63, Series 65, Series 7 and SIE. Short has worked with clients in multiple states including, but not limited to, Arizona, Arkansas, California, Florida, Illinois, Indiana, Iowa, Massachusetts, Michigan, Minnesota, Ohio, Texas, and Wisconsin.

SPECIALIZATIONS

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

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