linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

First Choice Financial Services LLC

Headquartered in OAK BROOK, IL

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

First Choice Financial Services LLC is an investment advisory firm located in North Carolina. The firm provides financial planning and third party money management services. They have three licensed agents, investment advisor representatives, and investment advisory functions. The firm serves individuals other than high-net-worth individuals.

First Choice Financial Services LLC

Not reported

Assets Under Management

264

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

third party money management

Third party money management

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Refferal fees

Branch Locations (1)

FIRST CHOICE FINANCIAL SERVICES LLC has a total of 1 branch locations across the country.
location

OAK BROOK, IL

Advisors at First Choice Financial Services LLC

View All 2 Advisors
Unclaimed
Kevin Susmarski

RA

View Profile
Unclaimed
Justin Robert McCormack

RA

OAK BROOK, IL

View Profile
Unclaimed
Michael John Perna

RA

OAK BROOK, IL

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if First Choice Financial Services LLC is right for you?

Disclosures

There are no public disclosures for First Choice Financial Services LLC.

Frequently Asked Questions (6)

Not sure if First Choice Financial Services LLC is right for you?