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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Nicholson is an investment advisor representative at Kovitz Investment Group Partners, LLC. Christopher has been in the industry since May 2014 and has experience working with individuals, high-net-worth individuals, and institutions. Christopher specializes in financial planning, portfolio management, and credit, cash and insurance solutions. Christopher has Series 7, Series 63 and SIE licenses and holds the CFP designation. Christopher is registered with the states of Illinois, Texas, and Wisconsin.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
05/18/2021 - Present
Kovitz Investment Group Partners, LLC (CHICAGO IL)
ME
01/04/2021 - 03/15/2021
FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)
IL
10/30/2014 - 11/13/2020
KOVITZ SECURITIES, LLC (CHICAGO IL)
BC
Issued 03/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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