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Financial Advisers in Illinois

Financial Advisers in Chicago, IL

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132 results found

Stephanie Kifowit Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Substitute Teacher • Educator • Education Professional • Instructor • Leader • Non-Profit • Administrative Clerk • Team Member • Managers • Clerical Specialist • Corporal • Customer Service • Client Service Officer • Data Entry Specialist • Data Scientist • Chief Administrative Officer • Chief Executive • Community Service Manager • Master of Public Administration • Master of Science • Government Administration Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Third Ward Alderman at City of Aurora
Location:
Greater Chicago Area
Industry:
Political Organization
Work history:
City of Aurora Third Ward Aldermansince Apr 2003Morgan Stanley Financial AdviserJan 2000 - Nov 2002
Skills:
Combining a distinguished career in the financial industry with decorated military service and...
Full Profile

Phil Zaczek Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Customer Service • Client Service Officer • Sales Representative • Bachelor of Science • Master of Science • Computational Scientist • Information Technology Specialist • Systems Support Specialist • Support Specialists • Computer Scientists • IT Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Corporate Executive • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager • Technology Director • Technology Manager • Technical Managers

Experience & Education

Position:
Vice-President Financial Adviser at Morgan Stanley Smith Barney
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Vice-President Financial Advisersince Oct 2010Zacks Investment Management Senior Investment ConsultantAug 2004 - Oct 2010
Skills:
Stocks, reciprocal bonds, bonds, options, commodities, wealth management, finance, custom...
Full Profile

Anderson Mcgregor Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Adviser at ING Financial Partners
Location:
Greater Chicago Area
Industry:
Investment Management
Work history:
ING Financial Partners - Greater Chicago AreaFinancial Advisersince Nov 2011
Full Profile

Britni Kang Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Writer • Journalist • Web Content Developer • Web Developer • User Interface Designer • Software Developers • Office Assistant • Leader • Philanthrope • Office Clerk • Clerical Specialist • Managers • Non-Profit • Chief Administrative Officer • Chief Executive

Experience & Education

Position:
Front Office, Assistant Office Manager, Executive Assistant at Willamette Management Associates,...
Title:
Writer, Journalist, Web Content Developer, and all around gigantic science nerd
Location:
Chicago, Illinois
Industry:
Writing and Editing
Work history:
Willamette Management Associates - Chicago, IllinoisFront Office, Assistant Office Manager, Executive Assistantsince Feb 2012LoudLoopPress.com - Chicago, IllinoisContributing Writersince Apr 2009
Full Profile

Alexandru Stanciu Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Project Managers • Dermatologist • Certified Nurse Aide • Nurse • Nurse Practitioner • Claims Investigator • Insurance Examining Clerk • Claims Examiner • Project Manager • Contractor • Licensed Electrician • Electrician • Skin Care Technician • Cosmetologist • Beautician • Independent Business Owners

Experience & Education

Position:
President at Our Home Services Corp.
Title:
President of Our Home Services Corp.
Location:
Greater Chicago Area
Industry:
Management Consulting
Work history:
Our Home Services Corp. Presidentsince Jul 2010Intreprindera de Utilaj Greu Craiova Licensed Electrician and Electrical Automtion TroubleshooterJun 1982 - Aug 1987
Full Profile

Jeffrey Butzow Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Vice President • Assistant Vice President • Chief Executive • SharePoint Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager • Technology Director • Technology Manager • Technical Managers • Project Managers • Software Developers • IT Specialist • Counselor • Advisor • Researcher • Survey Researcher • Biologist • Biological Scientist • Physician

Experience & Education

Position:
Vice President - Technology and Innovation at Inland Securities Corporation
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Inland Securities Corporation - Oak Brook, ILVice President - Technology and Innovationsince Jan 2011Inland Securities Corporation - Oak Brook, ILAssistant Vice President – Business Information SystemsApr 2005 - Jan 2011
Full Profile

Ali Sheriff Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Business Development and Financial Adviser
Location:
Greater Chicago Area
Industry:
Investment Management
Full Profile

Kara Williams Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Apprentice • Shift Manager • Training Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Fundraiser • Fundraising Officer • Guide • Business Consultant • Advisor • Tour Guide • JavaScript Developer • Data Scientist • Software Developer • Software Developers • Lawyers • Human Resources Specialist • Recruitment • Bachelor of Business Administration

Experience & Education

Position:
Shift Manager at The Office of Development and Alumni Relations,Western Michigan University
Title:
Financial Adviser Intern at New York Life Insurance Company
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
The Office of Development and Alumni Relations,Western Michigan University Shift Managersince Jan 2013Office of Development and Alumni Relations, Western Michigan University Training ManagerAug 2012 - Jan 2013
Skills:
Microsoft Office, Fundraising, Accounting, Customer Relations, Data Entry, Data Analysis, Data...
Languages:
Spanish
Full Profile

John Balsamo Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Intern at Aston Asset Management
Location:
Chicago, Illinois
Industry:
Investment Management
Work history:
Aston Asset Management Internsince Feb 2013The Heartland Group Financial Adviser InternJul 2012 - Oct 2012
Languages:
Italian, Spanish
Full Profile

Bruce Melling Chicago, IL

Professions & Specialties

Certified Financial Planner • Financial Adviser • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Financial Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Representative • Advisor

Experience & Education

Position:
Financial Adviser at Cetera Financial Specialists, LLC, Investment Adviser Representative at Cetera ...
Title:
President/CEO at Bruce H. Melling, CPA, PFS, CFP®
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Cetera Financial Specialists, LLC - Branch Location: 37424 128th Street, Twin Lakes, WI 53181-9246Financial Advisersince Jan 2004Cetera Investment Advisers, LLC Investment Adviser Representativesince Jan 2004
Full Profile

Jim Ostach Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Adviser at Ostach Financial Group
Location:
Greater Chicago Area
Industry:
Investment Management
Work history:
Ostach Financial Group Financial Adviser
Skills:
Alternative Investments, Investments, Equities, Wealth Management, Asset Management
Full Profile

Scott Schechter Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Counselor • Representative • Advisor • Agent • Sales Representative • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Management Team Executive • Operations Manager

Experience & Education

Position:
Financial Adviser at Eagle Strategies LLC, A Registered Investment Adviser
Title:
Financial Adviser at Eagle Strategies LLC
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Eagle Strategies LLC, A Registered Investment Adviser - Chicago, ILFinancial Advisersince Jan 2002Foresight Design Initiative Board Member2010 - 2011
Skills:
Estate Planning, Retirement Planning, Investments, Insurance, Public Speaking, Risk Management,...
Certifications:
Certified Financial Planner (CFP)
Chartered Life Underwriter (CLU)
Full Profile

Patrick Gaffney Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Financial Adviser at ING Financial Partners
Location:
Chicago, Illinois
Industry:
Investment Management
Work history:
ING Financial Partners - Chicago, ILFinancial Advisersince Feb 2013ING Financial Partners - Washington D.C. Metro AreaFinancial AdviserMay 2011 - Jan 2013
Full Profile

Aron Brown Chicago, IL

Professions & Specialties

Financial Services Professional • Financial Adviser • Financial Services Sales Agent • Financial Specialist • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Mechanical Engineering Professional • Mechanical Engineering • Compliance Engineer • Analysts • Team Member • Project Managers • Automotive Professional

Experience & Education

Position:
Financial Services Representative at Premier Wealth Group - Office of MetLife - Financial Adviser...
Title:
Financial Services Representative with the Premier Wealth Group, an office of MetLife
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Premier Wealth Group - Office of MetLife - Financial Adviser of MetLife Securities - Chicago, ILFinancial Services Representativesince Jan 2012Waddell & Reed - Indianapolis, Indiana AreaFinancial AdviserFeb 2011 - Sep 2011
Full Profile

Tony Tumea Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Adviser at Tumea & Associates Financial Services, CPA and owner at Tumea &...
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Tumea & Associates Financial Services Financial Advisersince Apr 1998Tumea & Associates CPA Firm CPA and ownersince Jan 1984
Skills:
specializing in payroll processing, accounting, taxes, Quickbooks consulting, IRA rollovers,...
Full Profile

Randy Kudlata Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Chief Executive • Managers

Experience & Education

Position:
Principal at RK Capital Markets Consultants
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
RK Capital Markets Consultants - Chicago, ILPrincipalsince Jan 2012Edward Jones - Chicago, ILFinancial Adviser2011 - 2012
Certifications:
Series 4 – Registered Options Principal
Series 7 – General Securities Representative
Full Profile

Sarah Doonan Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Analyst • Analysts • Account Manager • Manager • Operations Manager • Market Analyst • Marketing Intern • Market Research Analyst • Marketing Professional • Advertising Sales Agent • Sales Manager • Marketing Manager

Experience & Education

Position:
Senior Business Analyst at Millward Brown
Location:
Greater Chicago Area
Industry:
Market Research
Work history:
Millward Brown - Greater Chicago AreaSenior Business Analystsince Jul 2006Ameriprise Financial Services, Inc. - St. Charles, ILMarketing InternJun 2005 - Aug 2005
Full Profile

James Hardek Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Financial Officer • Financial Manager • Chief Executive • Corporate Executive • Operations Manager • Business Administrator • Bachelor of Science • School Administrator • Educational Manager

Experience & Education

Work

Company:
Various
Financial adviser
Company:
James c. hardek & associates
Area franchiser
Full Profile

Bill Adolph Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advertising Professional • Advertising Sales Agent • Vice President • Chief Executive • Operations Manager

Experience & Education

Position:
Registered Representative at GCG Financial
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
GCG Financial Registered Representativesince Mar 2013Edward Jones - Schaumburg, IllinoisFinancial AdviserAug 2012 - Mar 2013
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Bruce Modell Chicago, IL

Professions & Specialties

Stock Broker • Financial Adviser • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Executive • Designers • Information Technology Specialist • IT Specialist • Computer Scientists • Managers

Experience & Education

Position:
Storage Solutions Architect at CDW
Title:
Executive Inside Solutions Architect - Servers & Storage, Designer of Best in Class Storage, Server Solutions.
Location:
Greater Chicago Area
Industry:
Information Technology and Services
Work history:
CDW Storage Solutions Architectsince May 1995GRUNTAL & CO StockbrokerDec 1993 - Dec 1994
Full Profile

Christopher Lapaglia Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service

Experience & Education

Position:
Registered Associate at Morgan Stanley Wealth Management
Location:
Chicago, Illinois
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Chicago, ILRegistered Associatesince Dec 2010Fifth Third Bank Client Service RepresentativeDec 2006 - Nov 2010
Skills:
Series 7, Mutual Funds, Series 63, Mortgage Lending, Wealth Management, Investments, Loans
Certifications:
Series 7, General Securities Representative License | FINRA
Series 63, Uniform Securities Agent State Law License | FINRA
Full Profile

Clare Pierce Chicago, IL

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Vice President • Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President at Development Specialists, Inc.
Title:
Trusted financial advisor in the bankruptcy, restructuring, forensic accounting and crisis management practice areas.
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Development Specialists, Inc. Vice Presidentsince 1994PricewaterhouseCoopers Manager1991 - 1994
Full Profile

James Ostach Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Adviser at Ostach Financial Group
Location:
Greater Chicago Area
Industry:
Investment Management
Full Profile

Gentiana Halimi Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
financial adviser at CSI Career College
Location:
Greater Chicago Area
Industry:
Education Management
Full Profile

Josh Sands Chicago, IL

Professions & Specialties

Financial Adviser • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Planner at New England Financial
Title:
Financial Adviser and Representative at New England Financial
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
New England Financial Financial Plannersince Nov 2008US First Energy Account Executive2006 - 2007
Full Profile

Martin Friedman Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Representative • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • Financial Manager • Operations Manager

Experience & Education

Position:
Owner at Friedman Financial Strategies, Financial Adviser, Registered Representative at New England ...
Title:
Financial Adviser, Registered Representative at New England Financial
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Friedman Financial Strategies Ownersince 1993New England Financial Financial Adviser, Registered Representativesince 1993
Skills:
Strategic Financial Planning, Financial Planners, Securities, Investments, Risk Management, IRAs,...
Full Profile

Townsend Albright Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Non-Profit • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager

Experience & Education

Position:
Principal at Walloon financial Advisers LLC
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Walloon financial Advisers LLC - Wilmete, IL 60091Principalsince Mar 2010Illinois Finance Authority Senior Funding ManagerNov 1995 - Oct 2009
Skills:
Public Speaking, FINRA, Project Management, Public Finance, CRM, New Business Development, Risk...
Full Profile

Al Chircop Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Counselor • Senior Advisor • Independent Consultant • Volunteer • Advisor • Non-Profit • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Managers • Community Service Manager

Experience & Education

Position:
Senior Advisor at The Chicago Corporation, Trustee at Lawrence Hall Youth Services, Financial...
Title:
Independent Business Adviser
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
The Chicago Corporation Senior Advisorsince 2011Lawrence Hall Youth Services - Greater Chicago AreaTrusteesince 2010
Skills:
Project Execution, Credit Risk, International Relations, Operations Management, International...
Languages:
Ital
Full Profile

Matthew Latas Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Certified Professional Coder • Advisor • Advertising Professional • Advertising Sales Agent • Secretary

Experience & Education

Position:
Financial Aid Advisor at Career Education Corporation
Title:
CPC Processor at Career Education Corporation
Location:
Greater Chicago Area
Industry:
Marketing and Advertising
Work history:
Career Education Corporation Financial Aid Advisorsince Mar 2011Toys R Us Sales Team MemeberNov 2010 - Mar 2011
Full Profile

Andrew Losty Chicago, IL

Professions & Specialties

Financial Adviser • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Vice President • Chief Executive

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Title:
Financial Adviser at Northwestern Mutual
Location:
Chicago, Illinois
Industry:
Financial Services
Work history:
Northwestern Mutual - Skokie, ILFinancial Advisorsince Mar 2013Barclays Capital Inc., Chicago Board Options Exchange - Chicago, ILAssistant Vice PresidentSep 2009 - Apr 2012
Skills:
Trading, Options, Equities, ETFs, Hedge Funds, Derivatives, Equity Derivatives, Volatility, Market...
Full Profile

Chris Fash Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Adviser at Rabjohns Financial Group/New England Financial
Title:
Financial Representative at Rabjohns Financial Group/New England Financial
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Rabjohns Financial Group/New England Financial Financial Advisersince Jun 2000
Full Profile

Judith Vicks Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Independent Business Owners • DB Administrator • Database Administration Professional • Database Administrator • Psychologist • Market Analyst • Market Research Analyst • Contractor • Psychology Specialist

Experience & Education

Position:
Seeking Employment/Student at Northcentral University
Title:
MBA/Finance 8/31/2012
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Northcentral University Seeking Employment/Studentsince Oct 2012Self-Employed Registered Financial Adviser/ StudentJan 2008 - Oct 2012
Full Profile

Ian Hilgers Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Analyst • Apprentice • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Financial Adviser at ING Financial Partners
Title:
Pricing Analyst at Panduit
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
ING Financial Partners - Chicago, ILFinancial Advisersince Aug 2012Consolidated Trading - ChicagoInternJun 2011 - Aug 2011
Full Profile

Barry Jones Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Adviser at The Premier Wealth Group
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
The Premier Wealth Group Financial Advisersince Nov 2009
Skills:
Sales, Marketing, Finance, Series 6, 63, 7, 65, MSFS Program, the American College, Registered...
Full Profile

Bernard Blayer Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Financial Adviser at Cetera Financial Specialists LLC, Principal at Blayer & Associates, CPA P.C.
Title:
CPA & Financial Adviser
Location:
Chicago, Illinois
Industry:
Financial Services
Work history:
Cetera Financial Specialists LLC Financial Advisersince 1992Blayer & Associates, CPA P.C. Principalsince Dec 1991
Certifications:
Series 6, Series 63, Series 65, Administered by FINRA
CPA, State of Illinois
Full Profile

Miguel Arias Chicago, IL

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Chairperson • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Arias Wealth Solutions
Title:
Financial Advisor at True Wealth Solutions
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Arias Wealth Solutions Presidentsince Jul 2009
Full Profile

Michael Kamen Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Management Consultant • Museum Docent • Advisor • Management Analyst • Analysts • Museum Guide • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Wealth Management Consultant
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
IHMEC Docent2009 - 2011First Midwest Bank Investment AdvisorSep 2006 - Sep 2007
Full Profile

Henry Goldenstein Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Counselor • Representative • Advisor • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Adviser Representative at Cetera Financial Specialists, CPA at Abrams & Steinberg,...
Title:
Investment Adviser Representative at Cetera Financial Specialists LLC
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Cetera Financial Specialists Investment Adviser Representativesince Jul 2008Abrams & Steinberg, P.C CPAsince Jan 2004
Full Profile

John Gust Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial adviser
Location:
Greater Chicago Area
Industry:
Financial Services
Full Profile

Brian Ullrich Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Representative

Experience & Education

Position:
Independent Financial Adviser at Royal Alliance Associates INC
Title:
President * Ullrich Brokerage, LTD.
Location:
Greater Chicago Area
Industry:
Investment Management
Work history:
Royal Alliance Associates INC Independent Financial Advisersince Oct 2012Ullrich Brokerage, LTD. PresidentFeb 1982 - 2012
Full Profile

Clint Verhagen Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Stepping Stone Financial, Investment Adviser Representative with Cetera Investment...
Title:
Financial Adviser at Stepping Stone Financial
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Stepping Stone Financial Ownersince Mar 2008Financial Adviser with Genworth Financial Securities Corp Investment Adviser Representative with Cetera Investment Advicors LLC.since Mar 2008
Skills:
Investments, Financial Analysis, Life Insurance, Long Term Care Insurance, Fixed Annuities,...
Full Profile

Michael Sobol Chicago, IL

Professions & Specialties

Financial Adviser • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Professional at Independant Financial Adviser, Financial Advisor at Wells Fargo Advisors, ...
Title:
Financial Professional at Independant Financial Adviser
Location:
Chicago, Illinois
Industry:
Financial Services
Work history:
Independant Financial Adviser - Greater Chicago AreaFinancial Professionalsince Mar 2013Wells Fargo Advisors, LLC - 222 South Riverside Plaza Chicago Il 60606Financial Advisorsince Jul 2011
Full Profile

Paul Kaptur Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Master of Science • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Operations Manager • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Senior Relationship Mgr at Capital One Auto Finance
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Capital One Auto Finance Senior Relationship Mgrsince Feb 1999Morgan Stanley Smith Barney Financial AdviserJan 1998 - Jan 1999
Full Profile

Daniel Kelly Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Clerical Specialist

Experience & Education

Position:
Financial Adviser at Merrill Lynch
Title:
Financial Adviser at Merrill Lynch Wealth Management
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Merrill Lynch - OakbrookFinancial Advisersince 2012MF Global Market Strategist2008 - 2012
Skills:
Trading, Commodity, Electronic Trading, Proprietary Trading, Trading Systems, Trading Strategies,...
Full Profile

Omar Zantout Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Host • Cashier

Experience & Education

Work

Company:
Ing
Financial adviser assistant
Company:
Chicago lake shore hotel - Chicago, IL
Host/cashier

Skills

Skills - Accomplishments - Involvement Began and managed a successful online business in which I...
Full Profile

Renato Zotaj Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Adviser at Neighborhood Loans
Title:
Financial Adviser at Neighborhood Loans
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Neighborhood Loans Senior Financial Advisersince 2010Mortgage and Investment Consultants (MIC) Senior Financial AdviserJan 2009 - Mar 2010
Full Profile

Troy Tyler Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Director • Operations Manager • Service Technician • Maintenance and Repair Worker • Service Manager • Service Operations Expert • Chief Executive • Business Administrator • Property Manager • Real Estate Manager • Sales Contractor • Sales Agent • Sales Representative

Experience & Education

Work

Company:
Phoenix vision entertainment
Engineer/ director of sound/tech
Company:
At&t/ affinity benefits - Chicago, IL
Service technician/ client service manager
Full Profile

Joseph Halm Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Position:
Financial Adviser at Edward Jones
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Edward Jones Financial AdviserEdward jones Fianacial adviser2008 - 2009
Full Profile

Jeff Cardella Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Adviser at Edward Jones
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisersince Oct 1990
Skills:
Financial Planners, Saving for Education, Retirement Planning, 401k, Retirement, Asset Allocation,...
Full Profile

Rob Bressler Chicago, IL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Insurance Salesperson • Insurance Professional • Underwriter

Experience & Education

Position:
Insurance Representative at Mature Health Services, Inc.
Title:
Insurance Representative
Location:
Greater Chicago Area
Industry:
Insurance
Work history:
Mature Health Services, Inc. - 579 First Bank Drive Suite 100. Palatine, Illinois 60067Insurance Representativesince May 2010
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Financial Advisers near Chicago, IL012SkokieOak Park