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Thomas H

Series 63, Series 65

Chicago, IL

Wells Street Advisors, LLC

Thomas Haugh is a financial advisor at Wells Street Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Street Advisors since 2019. Prior to this, he was with Najarian Family Office and PTI Securities & Futures L.P. He hosts a radio program called Stocks and Jocks focused on retirement topics and has served on the Board of Directors for the Chicago Board Options Exchange. Wells Street Advisors, LLC is an independent investment management firm serving individuals, family offices, trusts, and retirement plans. The firm employs a combination of quantitative analysis, technical analysis, and third-party research, and offers a Protected Index Program aimed at downside protection.

Options & derivatives strategies Concentrated stock management
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Daniel H

Series 63, Series 65

Chicago, IL

Wells Street Advisors, LLC

Daniel Haugh is a financial advisor with Wells Street Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked at Wells Street Advisors since 2014 and has been associated with PTI Securities & Futures L.P. since 1987. Wells Street Advisors, LLC is an independent investment management firm serving individuals, family offices, trusts, and retirement plans. The firm employs a combination of quantitative and technical analysis, third-party research, and proprietary software in its discretionary asset management approach, including a Protected Index Program designed for downside protection.

Options & derivatives strategies Concentrated stock management
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