Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amalia? Claim Your ProfileAmalia Maryvonne Beer is an investment advisor representative with Gallagher Fiduciary Advisors, LLC. Amalia has been in the financial services industry since March 2004. Amalia is registered with FINRA and the Securities and Exchange Commission. Amalia specializes in providing financial planning and investment management services to individuals, families, and businesses. Amalia also provides retirement plan consulting services to corporations and other businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
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.
1
2
IL
04/16/2022 - Present
Gallagher Fiduciary Advisors, LLC (Rolling Meadows IL)
IL
03/28/2022 - 08/23/2024
TRIAD ADVISORS LLC (Rolling Meadows IL)
IL
06/23/2014 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Rolling Meadows IL)
IL
03/18/2004 - 06/18/2014
PRINCOR FINANCIAL SERVICES CORPORATION (DOWNERS GROVE IL)
BOTH
Issued 01/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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