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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Hopkins is a financial advisor with Kovitz Investment Group Partners, LLC. Deborah has been in the industry for over 20 years and has a strong track record of success. Deborah is a Certified Financial Planner and holds the Series 6, 7, and 63 licenses, as well as the SIE exam. Deborah specializes in working with high-net-worth individuals, families, corporations, and non-profit organizations. Deborah provides a wide range of financial services, including financial planning, investment management, and retirement planning. Deborah is committed to providing her clients with personalized service and helping them achieve their financial goals.
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
05/26/2021 - Present
Kovitz Investment Group Partners, LLC (CHICAGO IL)
ME
12/17/2020 - 03/16/2021
FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)
IL
03/16/2011 - 11/13/2020
KOVITZ SECURITIES, LLC (CHICAGO IL)
IL
02/12/2001 - 06/19/2002
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
BC
Issued 05/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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