Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Taylor O'Brien is an Investment Advisor Representative at Mainstreet Advisors. Alex has been working in the industry since February 2011. Alex is registered with the state of Illinois. The advisor is associated with one firm, Mainstreet Advisors. The firm has a physical location in Chicago, Illinois. The firm has a total of 5866 client accounts with $5,119,845,804 in total assets under management.
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
02/18/2021 - Present
Mainstreet Advisors (Chicago IL)
IA
Issued 02/18/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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