Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Harlan is an Investment Advisor Representative at Chicago Partners Investment Group LLC. Barbara has been in the industry for 5 years and is registered with the state of Illinois. Barbara has a Series 65 license and is currently active in the industry. Barbara specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Chicago Partners Investment Group LLC provides investment advisory services to a range of clients, including high net worth individuals, charitable organizations, and pooled investment vehicles.
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.
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.
401k plan option review & monitoring
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.
Roboadvisory offering
1
2
IL
06/27/2023 - Present
Chicago Partners Investment Group LLC (CHICAGO IL)
IA
Issued 06/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Barbara Harlan is the right advisor for you? Invested Better is here to help.
