Unclaimed
Alessandro Urbani is a financial advisor with Mainstreet Advisors in Chicago, IL. Alessandro has been in the industry since January 1997. Alessandro holds Series 7, 63 and 65 licenses. Alessandro is a Chartered Financial Analyst. Mainstreet Advisors is an investment advisor that provides financial advice to individuals, businesses, and institutions. The firm has approximately $5 billion in assets under management. Alessandro has a strong track record of providing personalized investment advice to clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
01/29/2009 - Present
Mainstreet Advisors (Chicago IL)
CT
01/16/1997 - 02/17/2009
WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC. (MILFORD CT)
BC
Issued 01/27/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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