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

First Trust Advisors LP

location

WHEATON, IL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Michael Reynold Mettler is a registered investment advisor representative with First Trust Advisors LP. Michael has been in the securities industry since March 18, 2015 and is registered with the state of Illinois. Michael has experience with a number of firms including Seaport Global Securities LLC. Michael holds licenses for Series 63, 65, and 7. In addition to being licensed for Series 7, Michael also holds the SIE. Michael specializes in portfolio management for businesses, individuals, pooled investment vehicles and investment companies.

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

J.p. Morgan Securities LLC

location

WHEATON, IL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Michael Brandon Chance is a financial advisor associated with J.P. Morgan Securities LLC and has been in the industry since October 2021. Michael is registered in Illinois, where he is licensed to offer investment advisory services. Michael has a Series 63, Series 6TO, and SIE licenses.

SPECIALIZATIONS

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

First Trust Advisors LP

location

WHEATON, IL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michael D. Sloboda is a registered investment advisor representative with First Trust Advisors LP. Michael has been working in the financial services industry since November 2012. Michael is licensed to provide investment advice in Alabama, Florida, and Illinois. Michael is also registered with FINRA.

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

28 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Megan Parker is an active investment advisor representative. She is currently registered with First Trust Advisors LP in Wheaton, Illinois. Michelle Megan Parker has been in the industry since September 2, 1997 and has been registered with First Trust Advisors LP since July 30, 2012.

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

J.p. Morgan Securities LLC | CFC ® (Certifications)

location

WHEATON, IL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Miguel Jimenez is a financial advisor with J.P. Morgan Securities LLC, registered in Illinois and Texas. Miguel has been in the financial services industry since 1999. Miguel has been registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CHARLES SCHWAB & CO., INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Miguel has earned the Chartered Financial Consultant designation. Miguel is active in both the Broker-Dealer and Investment Advisor worlds.

SPECIALIZATIONS

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

Brookstone Wealth Advisors, LLC

location

WHEATON, IL

0 Disclosures

ADVISOR BIO

Miles F. Smith is a financial advisor at Brookstone Wealth Advisors, LLC. Miles has been in the industry since 2022. Miles is a registered Investment Advisor representative in Georgia. Miles holds the Series 63, Series 65, Series 7, and SIE licenses. Miles has experience in financial planning, portfolio management, and investment advisory services for individuals and businesses.

SPECIALIZATIONS

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

Brookstone Wealth Advisors, LLC

location

WHEATON, IL

0 Disclosures

ADVISOR BIO

Miles Wesley Costin is a registered Investment Advisor Representative with Brookstone Wealth Advisors, LLC and Brookstone Capital Management LLC in Wheaton, IL. Miles has been in the industry since June 2004. Miles has a Series 65 license. Miles also works as Owner/President of Innovative Advisors. Miles specializes in providing financial planning, educational seminars, portfolio management for individuals, and portfolio management for businesses.

SPECIALIZATIONS

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

First Trust Advisors LP

location

WHEATON, IL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Miodrag Spasojevic is an investment advisor representative with First Trust Advisors LP. Miodrag has been in the financial services industry since 2002 and has been registered with the Securities and Exchange Commission (SEC) since 2009. Miodrag is licensed to provide investment advice in Illinois. Miodrag specializes in providing investment advice to individuals, businesses, and investment companies. Miodrag has a strong track record of success in the financial services industry and is committed to providing his clients with the highest level of service and expertise.

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

10 Years Experience

0 Disclosures

ADVISOR BIO

Mitchell Seebach is an investment advisor representative with First Trust Advisors LP. Mitchell has been in the industry since August 2015. Mitchell is registered in Illinois and Virginia and holds the Series 7, Series 66 and SIE licenses. Mitchell previously worked at Invesco Distributors, Inc. in Downers Grove, 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

Brookstone Capital Management LLC

location

WHEATON, IL

0 Disclosures

ADVISOR BIO

Mitchell Nunn is an investment advisor representative at Brookstone Capital Management LLC. Mitchell has a Series 65 license and a SIE exam. Mitchell is registered with the state of Florida. Mitchell is a financial advisor with over 2 years of experience in the industry. Mitchell provides financial planning, educational seminars and selection of other advisors services to individuals and corporations.

SPECIALIZATIONS

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

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