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Portfolio Management for Businesses Advisors in Wheaton, Illinois
855 Results
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Hunter Thomas Burdick is a financial advisor with First Trust Advisors LP. Hunter Burdick is registered with FINRA as a general securities representative and has been in the industry since 2016. Hunter Burdick holds both a Series 65 and a Series 63 license. Hunter Burdick is a Registered Representative and Investment Advisor Representative for First Trust Advisors LP. Previous firms Hunter Burdick has been registered with include Cetera Investment Services LLC, First Trust Portfolios L.P., and Raymond James Financial Services, Inc.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Ian McGregor is an investment advisor representative at First Trust Advisors LP. Ian is licensed in Illinois, Kansas, Nebraska and South Dakota. Ian is a registered representative with FINRA and has been in the industry since January 9, 2014. Ian is licensed in the securities industry with Series 66, Series 52 and Series 7 licenses. Ian specializes in providing financial advice for individuals, corporations, investment companies and pooled investment vehicles. First Trust Advisors LP is a registered investment advisor with approximately $210 billion in assets under management. The firm is headquartered in Wheaton, Illinois.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Ian Karcher is an investment advisor representative with First Trust Advisors LP. Ian has been in the industry for over two years. Ian is licensed in Illinois. Ian is associated with First Trust Advisors LP's WHEATON, IL branch office.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Irvin Sigler is a registered investment advisor representative with First Trust Advisors LP. Irvin has been in the industry since June 2020. Irvin holds the Series 66, Series 7TO, and SIE licenses. Irvin is registered with the state of Illinois and Michigan, and is active in both the broker-dealer and investment advisor channels. The firm specializes in providing investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jace Rock James is a registered investment advisor representative with First Trust Advisors LP. Jace has been in the financial services industry since 2016 and is currently registered with the state of Illinois and Texas. Jace has earned the Series 66 and Series 7 licenses. Their previous experience was with Northern Lights Distributors, LLC, where they were registered from 2016 to 2017. Jace is also registered with First Trust Portfolios L.P., in Wheaton, Illinois. Jace specializes in providing investment advice for individuals, investment companies, pooled investment vehicles, and businesses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jack Anthony Balestrieri is a registered investment advisor representative. Jack is a securities professional licensed in Illinois and holds the Series 66, Series 7TO, and SIE exams. Jack is employed by First Trust Advisors LP. Jack is registered with both the state of Illinois and the Financial Industry Regulatory Authority (FINRA). Jack is a licensed investment advisor representative.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jack Recker is a financial advisor with First Trust Advisors LP. Jack has been in the financial services industry for over 10 years and has a wide range of experience in the field. Jack is registered with the Securities and Exchange Commission (SEC) and is a registered representative of FINRA. Jack holds the Series 66, 7TO and SIE licenses. Jack specializes in investment companies, pooled investment vehicles and portfolio management for individuals and businesses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Rigert is a financial advisor with First Trust Advisors LP. Jacob has been in the industry since December 2009. He is currently registered in Illinois and Texas. Jacob's experience includes work at Guggenheim Funds Distributors, LLC, Claymore Securities, Inc., and First Trust Portfolios LP. Jacob holds the Series 7, Series 66, and SIE licenses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

Wheaton, IL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Hernandez is a financial advisor with LPL Financial LLC. Jacob has been in the financial industry since 2016 and has experience with CUNA Brokerage Services, Inc., BMO Harris Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Jacob is registered with FINRA, the Securities and Exchange Commission and is also registered in multiple states including Arizona, Arkansas, California, Florida, Illinois, Indiana, Iowa, Nevada, New York, North Carolina, South Carolina, Texas and Virginia. Jacob has been actively involved in serving clients with LPL Financial LLC since May 2022.

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

First Trust Advisors LP

location

WHEATON, IL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Jacob Fernandes is an investment advisor representative registered with First Trust Advisors LP. Jacob is currently registered with the state of Illinois. Jacob's registration with First Trust Advisors LP began on September 16, 2019. Jacob has been in the industry for 0 years and 11 months. Jacob holds the Series 66, Series 7TO and SIE licenses. Jacob is associated with the First Trust Advisors LP office in Wheaton, Illinois.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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