Unclaimed
David McGahay is a registered Investment Advisor Representative with Greenrock Research, Inc. David has been in the industry since July 2004. He is registered with the state of Illinois. David specializes in providing investment advice and research through consultations, pension consulting, and publishing periodicals. Greenrock Research, Inc. provides a range of advisory services including portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Provision of investment advice and research through advisor consultations
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
08/24/2004 - Present
Greenrock Research, Inc. (CHICAGO IL)
IA
Issued 08/23/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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