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

J.p. Morgan Securities LLC

location

OAK BROOK, IL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

John Stewart is a financial professional with over 30 years of experience in the industry. He is currently registered as a registered representative with J.P. Morgan Securities LLC and is licensed in Illinois and Texas. John has also held previous positions with Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, PRUCO SECURITIES CORPORATION, and The Prudential Insurance Company of America. John specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. He has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

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

Morgan Stanley

location

Oak Brook, IL

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Edward Berg is an active financial advisor with over 35 years of experience in the industry. John currently works with Morgan Stanley and has previously worked with CITIGROUP GLOBAL MARKETS INC., SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. John holds a variety of licenses and certifications, including the Series 63, Series 65, Series 7 and Series 31. John is registered in 36 states for Broker-Dealer activities and 3 states for Investment Advisor activities. John is committed to providing his clients with comprehensive 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
ASSET ALLOCATION ADVICE
Unclaimed

LPL Financial LLC

location

OAK BROOK, IL

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

John Donaldson is a financial advisor at LPL Financial LLC. John has been in the industry since 1985, holds multiple licenses and certifications, and has a proven track record of success in providing financial advice and services to clients. John is committed to helping clients achieve their financial goals and can provide assistance with a range of financial services, including retirement planning, investment management, and insurance. John is currently registered in 24 states and the District of Columbia and is also an active member of the Village Caucus. John has been a part of the financial services industry for 38 years. John started his career at SUN INVESTMENT SERVICES COMPANY in Wellesley Hills, MA in 1985. After working there for 12 years, John joined PROFESSIONAL WEALTH MANAGEMENT INC in Deerfield, IL in 1994. In 1997, John joined LINSCO/PRIVATE LEDGER CORP. in Rosemont, IL, where he worked for a short time before starting work for LPL Financial LLC in 1998.

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

Equitable Advisors, LLC

location

OAK BROOK, IL

experience

44 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Carl Passananti has been in the financial services industry since 1981. John is a registered representative and investment advisor with Equitable Advisors, LLC, and has held previous positions with The Equitable Life Assurance Society of the United States. John has experience in financial planning, pension consulting, portfolio management, and selection of other advisors. John holds licenses in Arizona, Colorado, Florida, Idaho, Illinois, Indiana, Michigan, Missouri, New York, Oklahoma, and Wisconsin.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

OAK BROOK, IL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

John Patrick Bensfield is a licensed financial advisor registered with Cetera Investment Advisers LLC. John has been in the industry since August 1994 and holds a Series 6, Series 7, Series 63, and Series 65 licenses. John offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and corporations.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

OAK BROOK, IL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

John Edward Seagraves is a financial advisor with LPL Financial LLC and has been in the industry since December 2003. John has been registered with FINRA since December 2009 and with the SEC since December 2003. John holds Series 6, 7, 63, and 65 securities licenses and the SIE exam. John is also a Certified Financial Planner. John has experience working at WADDELL & REED and providing consulting and other non-discretionary advisory services to individuals, businesses, and charitable organizations.

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

Equitable Advisors, LLC

location

OAK BROOK, IL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

John James Karakourtis is a financial advisor at Equitable Advisors, LLC, with over 20 years of experience in the financial services industry. John has a proven track record of providing clients with personalized financial advice and guidance. John is committed to helping clients achieve their financial goals through a comprehensive approach to financial planning. John is licensed to sell securities in Arizona, Florida, Illinois, Kentucky and Nebraska.

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 Advisors Financial Network, LLC

location

OAK BROOK, IL

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

John Walter Witt is a financial advisor with Wells Fargo Advisors Financial Network, LLC based in Oak Brook, IL. John has been in the industry since March 1990 and has a wide range of experience, including working with UBS Financial Services Inc and Citigroup Global Markets Inc. John holds multiple licenses and certifications including Series 6, 7, 9, 10, 31, 63, and 65. John also has extensive experience in providing investment consulting services to institutional clients. John's primary office is located at 2625 Butterfield Rd, Ste 300, Oak Brook, IL 60523.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

OAK BROOK, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

John Miller is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. John has been in the industry since March 2017 and has a Series 7, Series 66 and SIE licenses. John is registered to provide advisory services in several states including Arizona, Florida, Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, Missouri, Nevada, South Carolina, Texas, and Wisconsin. John previously worked at MORGAN STANLEY and J.P. MORGAN SECURITIES LLC.

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

11 Years Experience

0 Disclosures

ADVISOR BIO

John Gibson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 10 years of experience in the financial industry. John is licensed to offer securities advice in 31 states. John has a strong background in securities and investment advisory services, offering a range of services to individual, institutional, and corporate clients. John is also a registered representative of Merrill Lynch and is qualified to offer investment products and services.

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

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