Terry Finkel, financial advisor Skokie IL

Terry Finkel

CRD Number: 1453583
Current Firm: Uhlmann Investment Management, LLC

Terry Finkel (CRD# 1453583) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Skokie, IL and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Uhlmann Price Securities Chicago, IL Nov 2012 - Current 11
Uhlmann Investment Management Chicago, IL Nov 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
Contact Info for Terry M. Finkel
Phone Number: 312-264-4400
Registered State(s):
  • IL
  • NC
  • OR
  • WI
By the Numbers
  • Total Assets Under Management
    164
    MILLIONS
  • Total Number of Accounts
    360
    ACCOUNTS
  • Average Account Value
    $455,087
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ

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