World Equity Group
Address: 1650 N Arlington Heights Rd # 100, Arlington Heights, IL 60004 Hours: Closed ⋅ Opens 8:30AM Friday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (847) 342-1700Website: Category: : : : : Place name: : : Website: https://www.worldequitygroup.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of World Equity Group Inc Posting publicly on the Web Write a review Reviews 2 Google reviews
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World Equity Group Employees
World Equity Group November 2012 - Present
Skills
Investments, Equities, Portfolio Management, Asset Managment, Wealth Management, Corporate Finance, Financial Analysis, Asset Allocation
Education
University of Michigan 1974 — 1976
MBA, Finance
University of California, Santa Barbara 1972 — 1974
Bachelor of Arts (B.A.), Economics
Colgate University 1970-1972 1970 — 1972
Bachelor of Arts (B.A.), Economics
World Equity Group November 2014 - Present
Carey & Thornton, Inc. January 2006 - Present
J.W. Cole Financial, Inc. June 2006 - November 2014
World Equity Group 2014 - 2014
World Equity Group 2014 - 2014
Skills
Accounts Receivable, Portfolio Management, Finance, General Ledger, Payroll
Education
Illinois State University 2003 — 2005
Bachelors, Finance
Forester Instituto Internacional 2003 — 2003
NA, Foreign Language
Joliet Junior College
AS, Business
MCHS 1998 — 2001
Keller Graduate School of Management of DeVry University
Financial Analysis
Paulson Investment Co. November 2014 - Present
Aegis Capital November 2012 - October 2014
Joseph Gunnar & Co, LLC November 2011 - November 2012
World Equity Group November 2008 - November 2011
Kovack Securities January 2009 - June 2009
Laidlaw & Company May 2007 - November 2008
Allan Gershowitz Sec. Corp May 2004 - September 2004
Skills
IT Management, Financial Analysis, Investments, Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Equities, Strategic Financial..., Risk Management, Series 7, Securities, Fixed Income, Alternative Investments, Finance, Bloomberg
Education
University of Rhode Island 2003 — 2007
Bachelor of Arts, Economics
Cold Spring Harbor High School (2003) 2000 — 2003
U.S. Bank November 2012 - Present
AIS Fund Administration March 2011 - November 2012
World Equity Group May 2009 - August 2009
Skills
Social Media Marketing, Microsoft Office, Hedge Funds, Data Analysis, Bloomberg, Accounting, Social Networking, Outlook, PowerPoint, Financial Analysis, Customer Service, Microsoft Word, Facebook, Access, Microsoft Excel, Management, Social Media
Education
University of Rhode Island 2006 — 2010
BA, Economics
World Equity Group 2008 - Present
Regal Securities 1998 - 2008
Olde 1994 - 1998
Skills
Risk Management, Trading, Equities, Investment Advisory, Brokerage, Financial Services, FINRA, Business Development, Hedge Funds, Investments, Financial Advisory, Securities, Series 63, Retirement Planning, Fixed Income, Options, Asset Management, Finance, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Financial Analysis, Series 24, Financial Markets, Mergers & Acquisitions, Trading Systems, Wealth Management, Alternative Investments, Strategic Financial..., Derivatives, Capital Markets, Asset Managment, Equity Trading, Electronic Trading
Education
Northern Illinois University 1992 — 1994
BS, Finance
Barnett Associates, Inc June 2007 - Present
World Equity Group October 2005 - April 2007
Modell's Sporting Goods November 2004 - September 2005
Skills
Auditing, Analysis, Microsoft Excel, Unemployment Claims, Series 7, Series 63, PowerPoint, Client Service Oriented, Financial Analysis, Sales, Public Speaking, Marketing, Accounting, Microsoft Word, Portfolio Management, Strategic Planning, Social Networking
Education
SUNY Albany 2000 — 2004
Bachelor of Arts (B.A.), Economics
Saracen Capital, LP June 2011 - Present
CN Luxury Resorts, Inc. 2007 - Present
World Equity Group August 2009 - December 2011
CapNet Securities Corporation February 2001 - September 2008
Skills
Hedge Funds, Hospitality, Investment Banking, Securities, Due Diligence, Capital Markets, Equities, Fixed Income, FINRA, Derivatives, Investor Relations, Alternative Investments, Brokerage, Commodity, Capital, Asset Management, Options, Trading, Investments, Investment Strategies, Financial Modeling, Proprietary Trading, Asset Allocation, Mutual Funds, Series 7, Bonds, Valuation, Strategy, Mergers & Acquisitions, Portfolio Management, Financial Markets, Bloomberg, Risk Management, Private Equity, Emerging Markets, Private Placements, Financial Analysis, Series 63, Financial Structuring, Investment Management, Trading Strategies, Trading Systems, Venture Capital, Wealth Management, Commodity Markets, Investment Advisory, Structured Finance, Funding, Management, Finance
Education
University of St. Thomas (TX) 1998 — 1999
CFP Candidacy, Finance
Stephen F. Austin State University 1987 — 1991
Bachelor of Science (BSc)
World Equity group June 1997 - Present
Skills
Full Service..., Retirement Planning..., Risk Management..., Strategic Financial..., Risk Management, Investments, Series 7, Wealth Management, Alternative Investments, Retirement Planning, Financial Markets, 401k, Series 63, Investment Advisory, Asset Managment, Mutual Funds, Securities, Portfolio Management, Fixed Annuities, Asset Allocation, Equities, Retirement, Fixed Income, Estate Planning, Investment Strategies, Financial Advisory, Wealth Management..., IRAs, Insurance
Education
The American College 1991 — 1994
ChFC, CLU, Chartered Financial Consultant, Chartered Life Underwriter
Wayne State University 1986 — 1988
MBA, Marketing/Finance
North Central College 1981 — 1985
BA, Marketing/Psychology
Benet Academy 1978 — 1981
LDS Wealth Advisors, Ltd. November 1982 - Present
NAIFA 1976 - Present
First Financial Resources 2005 - 2011
World Equity Group 2005 - 2011
FFR 2005 - 2011
Wealth Planning and Management, Inc. 1982 - 2011
LDS Wealth Advisors 1982 - 2010
Skills
Estate Planning, Wealth Management, Retirement Planning, Financial Planning, Disability Insurance, Long Term Care, Annuities, Insurance, Wealth Preservation, IRA's, Wealth, Annuity, 401k, Asset Protection, Insurance Planning, Retirement, Wealth Accumulation, Roth IRA, Term Life Insurance, Long-term Care, Retirement Income..., Investment Advisory, Investments, Asset Allocation, Pensions, Strategic Financial..., Fixed Annuities, IRAs, Wealth Management..., Underwriting, Finance, Life Insurance, Financial Goals, Financial Planners, Series 63, Financial Advisory, Investment Strategies, 401k Rollovers, Securities, High Net Worth..., Mutual Funds, Universal Life, Long Term Care Insurance, Whole Life, Personal Finance, Alternative Investments, Series 6, Critical Illness, Investment Management, Series 7
Education
American College 1982 — 1985
CLU,ChFC,CASL, Insurance, Finance, Senior Planning
Miami University 1966 — 1971
BA, MS, Psychology
World Equity Group 2011 - Present
American Mortgage Consultants, Inc. 2005 - 2011
Ryan Law Office, Ltd. 1997 - 2005
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Mortgage Lending, Due Diligence, Securities, Investment Strategies, Investment Management, Series 7, Retirement, Finance, Strategy, College Savings Plans, Wealth Management, Asset Allocation, Mutual Funds, Alternative Investments, Financial Markets, 401k Rollovers, Investments, Portfolio Management, 401k, IRAs, Financial Risk..., Public Speaking, Investment Advisory, Asset Management, Insurance, Financial Advisory, ETFs, Financial Planners, Risk Management, Equities, Fixed Income, Life Insurance, Trust Management, Succession Planning, Financial Planning
Education
University of Notre Dame - Mendoza College of Business
MBA
Chicago-Kent College of Law, Illinois Institute of Technology
JD
University of California, Berkeley
BA
Libertyville High School
Goldman Sachs December 2014 - Present
Guggenheim Partners February 2013 - December 2014
World Equity Group June 2011 - February 2013
Theta Chi Fraternity - Alpha Iota Chapter August 2010 - February 2011
Chicago Board of Trade, Kerstein Brokerage May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Customer Service, Data Analysis, Leadership, Project Management, Market Research, Investments, Finance, Business Analysis, Portfolio Management
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science, Economics
Benedictine University July 2015 - Present
World Equity Group May 2012 - July 2015
Bob Jones University August 2011 - May 2012
Coach May 2011 - August 2011
Bob Jones University June 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Coordinating Events, Data Entry, MS Project, Outlook, Customer Service, Human Resources, Training, Communication, Compensation & Benefit
Education
Bob Jones University 2008 — 2012
Bachelor's Degree, Business and Technology / HR
World Equity Group October 2010 - Present
Buy Me Insurance January 2012 - Present
United Way of Ocean County 2009 - 2013
Ameriprise Financial August 2006 - October 2010
Smith Barney June 1998 - August 2006
Barron & Chase 1997 - 1998
Skills
Fixed income, Portfolio Management, Financial Analysis, Personal Financial..., Insurance, Fixed Income Portfolio..., Fixed Income, Wealth Management, Strategic Financial..., Finance, Investments, Retirement, Financial Advisory, Investment Advisory, Retirement Planning, Series 7, Securities, Small Business, Financial Services, Investment Strategies, Series 63, Asset Allocation, Mutual Funds, 401k, Financial Planning
Education
Florida Metropolitan University
World Equity Group March 2014 - Present
United Nations Association of Greater Philadelphia February 2011 - May 2011
Skills
Political Science, Policy Analysis, Analysis, Social Media, International Relations, Politics, Time Management, Community Outreach, Writing, Organization, Pragmatics, European History, American Politics, Political Philosophy, Comparative Politics, Teamwork, Fundraising, International Political..., Political Campaigns, Public Policy, Speech Writing, Political Communication, Human Rights, Grassroots Organizing, Foreign Policy, Community Organizing, Government, Economic Development, Qualitative Research, Policy, Problem Solving, Regulatory Compliance
Education
Temple University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government, Economics, 3.6 GPA
Evanston Township High School 2005 — 2009
Gold Medal Waters October 2009 - Present
World Equity Group 2002 - October 2009
Edward Jones 2000 - 2002
Prudential Properties Northwest 1982 - 1999
Skills
Retirement Planning, Wealth Management, Investments, Investment Advisory, Financial Advisory, Strategic Financial..., Retirement, Portfolio Management, Wealth, Securities, Financial Services, Finance, Small Business, Equities, Certified Financial...
Education
University of Colorado at Boulder
Bachelor of Arts and Science
Metropolitan State University of Denver
Bachelor of Education (BEd), Elemantary
College for Financial Planning
Certified Financial Planner Graduate coursework
World Equity Group April 2014 - Present
Saracen Capital LP (formerly Gallant Capital LP) January 2012 - March 2014
World Equity Group August 2009 - October 2012
Skills
Investments, Asset Managment, Wealth Management, Series 7, Series 24, Series 65, Investment Strategies, Investor Relations, Portfolio Management, Equities, Retirement, Series 63, Mergers & Acquisitions, Insurance, Life Insurance, Asset Management, Securities, Investment Management, Negotiation, Hedge Funds, Risk Management, Fixed Income, Alternative Investments, Finance, Retirement Planning, Financial Markets, Investment Advisory, Mutual Funds, Estate Planning, Brokerage, Management, Valuation, Financial Analysis, 401k, Financial Advisory, Fixed Annuities, Capital Markets, Private Equity, Strategic Financial..., Trading, Contract Negotiation
Education
Southern Methodist University
Economics with Financial Applications
World Equity Group 2006 - Present
Skills
Selling, Sales Management, Training, Sales, Consulting, Management Consulting, Investments, Account Management, Wealth Management, Strategic Planning, Insurance, Recruiting, Management, Executive Search, Solution Selling, Asset Management, New Business Development, Strategy, Leadership, Strategic Financial..., Internet Recruiting, Talent Acquisition
Education
Illinois State University
World Equity Group January 2012 - Present
TXL Mortgage Corporation January 2007 - December 2009
Skills
Fixed Income, Account Management, Risk Management, Investments, Bonds, Accounting, New Business Development, Financial Reporting, Portfolio Management, Series 24, Series 7, Series 63, Finance, Trading, Financial Analysis, Credit, Asset Management, Investment Strategies, Hedge Funds
Education
Texas A&M University 2002 — 2006
BS, Economics, Cum laude
World Equity Group
Skills
Microsoft Office, Microsoft Excel, Strategic Planning, Customer Service
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1995 — 1998
Palo Alto High School
San Jose State University
Aegis Capital August 2012 - Present
John Carris Investments February 2012 - August 2012
Joseph Gunnar & Co, LLC April 2011 - December 2011
World Equity Group February 2009 - April 2011
Laidlaw & Company February 2006 - February 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, PowerPoint, Microsoft Word, Strategic Planning, Risk Management, Investments, Banking, Change Management, Business Analysis, SQL, Accounting, Management, Series 7, Securities, Finance, Series 63, Portfolio Management, Financial Modeling, Alternative Investments, Equities, Asset Management, Options
Education
Binghamton University 1999 — 2003
Financial Economics
B&R Financial, LLC April 2007 - Present
World Equity Group September 1995 - April 2007
Skills
Wealth Management, Retirement Planning, Estate Planning, Series 7, Investments, Strategic Financial..., Portfolio Management, Investment Advisory, Mutual Funds, 401k, Retirement, Asset Allocation, Asset Managment, Investment Strategies, Series 63, Financial Analysis, Securities, Risk Management, Fixed Annuities, Asset Management, IRAs, Wealth Management..., Financial Advisory, Investment Management, Financial Planners, Alternative Investments, 401k Rollovers, Fixed Income, Financial Markets, Wealth, Certified Financial..., Financial Planning
Education
Indiana University Bloomington 1984 — 1988
B.S., Finance
Caldwell International January 2010 - November 2013
World Equity Group January 2007 - January 2010
Skills
Portfolio Management, Finance, New Business Development, forecasting, Financial Analysis, Sales Management, Strategic Planning, Trading, Equities, Asset Management, Series 7, Series 63, Due Diligence, Market Research, Hedge Funds, Wealth Management, Traditional IRA, 401k, 401k Rollovers, Mergers & Acquisitions
Education
State University of New York at Albany 1995 — 1997
clarkstown north
clarkstown north
clarkstown north
World Equity Group November 1999 - Present
CIGNA Financial Advisors January 1995 - November 1997
Lake County Clerk December 1982 - November 1994
Illinois Blue Cross and Blue Shield 1979 - 1982
Skills
Retirement Planning, Retirement, Investments, Portfolio Design and..., Pensions, 403b, 401k's, 457's..., Tax Advantages..., Illinois pension..., Divorce Financial..., Real Estate Investment..., Annuities with Income..., Stocks, Bonds, ETF's,..., Traditional and ROTH..., College Planning, Life, Disability & Long..., Divorce and Widowhood..., Leadership, Management, Educational Consulting, Financial Planners, Small Business, Financial Advisory, Financial Planning, Strategic Planning, Customer Service, Public Speaking, Marketing, Team Building, Financial Analysis, Microsoft Office
Education
Virgina Tech
B.S., Child and Family Development
University of Arizona
M.S., Child and Family Development
The John Marshall Law School
World Equity Group August 2007 - Present
Vision/MB financial June 2005 - March 2007
Fifth Third Bank September 2001 - June 2005
Skills
401k, Strategic Financial..., Series 6, Retirement Planning, Retirement, Investments, Financial Advisory, Estate Planning, Insurance, Wealth, Finance, Wealth Management..., Wealth Management, Series 63, FINRA, Financial Planners, Securities, Investment Strategies, Mutual Funds, Asset Allocation, Series 7, Series 65, Investment Advisory, Fixed Annuities, 401k Rollovers, Alternative Investments, IRAs
Education
Loyola University Chicago 1978 — 1983
BBA, Finance
Mother McAuley, Chicago 1972 — 1976
Fine/Studio Arts, General
MassMutual Financial Group July 2013 - Present
Hoopis Financial Group a General Agency of MassMutual Financial Group March 2013 - July 2013
World Equity Group March 2010 - November 2012
IGI Chicago Style Gymnastics Meet March 2009 - February 2012
Calamos Investments February 2007 - January 2009
Calamos Investments December 2004 - February 2007
The MONY Group/AXA Advisors June 2002 - December 2004
The MONY Group June 1999 - June 2002
The MONY Group January 1998 - June 1999
Skills
Securities, Investments, Financial Services, Series 7, Asset Management, Insurance, FINRA, Management, Trading, Leadership, Accounting, Life Insurance, Customer Service, Accounts Payable, Security, Mutual Funds, Series 63, Wealth Management, Retirement Planning, Strategic Financial..., Series 53
Education
Le Moyne College 1982 — 1984
BS, Accounting
State University of New York at Canton 1980 — 1982
Associate's Degree, Accounting
Cicero High School 1976 — 1980
World Equity Group August 2006 - Present
Royal Alliance June 2002 - August 2006
Skills
Wealth Management, Retirement Planning, Estate Planning, Series 7, Strategic Financial..., Financial Planning, Series 63, Finance
Education
Albion College
Grosse Pointe North
World Equity Group May 2009 - Present
Lasalle Street Securities February 2006 - January 2009
GreenPoint Mortgage June 2005 - December 2005
City Staffing March 1997 - June 2005
PJ Diggins & Associates January 1993 - January 1997
Skills
Customer Service, Microsoft Office, Leadership, Sales, Microsoft Word, Financial Analysis, Team Building, Strategic Planning, Operations Management, Management
Education
College of DuPage 1999 — 1999
Real Estate Appraisal License, Real Estate Development
Elmhurst College 1988 — 1992
Bachelor of Arts (BA), Political Science and Government
Wabash National September 2015 - Present
Alamo Homes (TRU Factory Direct Housing) April 2014 - September 2015
Texas Bus Sales January 2013 - March 2014
Southwest Professional Vehicles, Inc. July 2012 - December 2012
World Equity Group September 2010 - June 2012
World Equity Group September 2009 - June 2012
Securevest Financial Grop May 2008 - September 2009
CAPNET Securities Corp. April 2007 - May 2008
LCW Automotive Corp May 2000 - April 2007
American Custom Coachworks, Ltd May 1997 - May 2000
Skills
Series 63, Account Management, Securities, Customer Service, New Business Development, Project Management, Microsoft Excel, Sales Management, Management, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Outside Sales, Business Development, Fixed Income, Finance, Business Planning, Sales, Start-ups, Selling, Sales Operations, Team Building, Negotiation, Strategic Planning, Marketing, Marketing Strategy, Contract Negotiation, Strategy, Budgets, Customer Satisfaction
Education
University of Houston 1992 — 1992
Pre-law, Economics
Brookstone Capital Management November 2013 - Present
Independent Compliance Consulting May 2013 - Present
JHS Capital Advisors, Inc. September 2012 - May 2013
World Equity Group May 2010 - June 2012
Brewer Investment Group November 2009 - April 2010
Waterstone Financial Group September 2005 - September 2009
Ft. Washington Brokerage Services September 2002 - September 2005
Skills
Series 7, Securities, Series 24, Mutual Funds, Investment Advisory, Series 63, Investments, Asset Managment, Wealth Management, Series 65, Equities, Securities Regulation, Risk Management, Retirement Planning, Alternative Investments, 401k, Asset Management, Estate Planning, FINRA
Education
University of Maryland College Park 1990 — 1993
B.A., Economics
World Equity Group August 2004 - Present
Education
Roosevelt University
Bachelor of Arts
Ziegler April 2014 - Present
World Equity Group April 2013 - December 2013
Mesirow Financial March 2011 - March 2013
AOS/TradingBlock May 2010 - March 2011
Waterstone Financial Group April 1990 - December 2009
Skills
Series 7, Investments, Investment Advisory, Series 24, Risk Management, Operations Management, Branch Management, Series 65, Mutual Funds, Financial Advisory, Securities
Education
Michigan State University
Bachelors, Finance
White Cedar Capital January 2015 - Present
World Equity Group August 2012 - December 2014
Ameriprise Financial January 2009 - June 2012
Skills
CRPC, AAMS, Wealth Management, Risk Management, Estate Planning, Cash Flow Analysis, Fundraising, Business Networking, Capital Raising, Angel Investing, Institutional Selling, Institutional Investors, Institutional..., Cash Flow, Financial Services, Investments, Finance, Strategic Financial..., Series 7, Mutual Funds, Financial Advisory, Retirement Planning, Personal Financial..., Asset Management, Asset Allocation, Financial Planning, Portfolio Management, Securities
Education
Montclair State University 2004 — 2008
Bach, Business, Management, Administration, Finance
World Equity Group March 2013 - Present
World Equity Group May 2008 - March 2013
Northwestern Mutual February 2007 - April 2008
Education
Trinity Christian College 2002 — 2006
BS, Business Administration
World Equity Group March 2011 - April 2012
Coldwell Banker Primus December 2006 - December 2008
Hartford Insurance/SRS Division May 2005 - May 2006
Skills
CRM databases, Microsoft Office, Customer Service, Cashiering, Event Planning, Data Entry, Call Centers, Appointment Scheduling, Inventory Control, Expediting, Client Liaison, First Time Home Buyers, Investment Properties, Finance, Sales Operations, Real Estate, Investments, Project Management, CRM, Marketing, Selling
Education
Saddleback College
General Studies
Triton College
General Studies
Alma Lasers July 2008 - Present
Alden Management November 2006 - July 2008
World Equity Group October 2004 - November 2006
Education
Eastern Illinois University 2003 — 2004
Master of Business Administration (MBA), Accounting and Business/Management
Bradley University 1999 — 2003
Bachelor of Science (B.S.), Accounting