Unclaimed
Ernest MacVicar is an investment advisor representative who has been in the industry for over 30 years. Ernest currently works for Kovitz Investment Group Partners, LLC, a firm that has been active in the industry since 2011. Kovitz Investment Group Partners, LLC, is an investment advisor that offers a variety of services, including financial planning, portfolio management, and investment advisory services. Ernest is registered with the state of Illinois as an investment advisor representative. Ernest has passed a variety of exams, including the Series 65, 63, 7, 3, 9, 10, and SIE exams. Ernest has worked for several firms in the past, including Credit Suisse Securities (USA) LLC, and Kidder, Peabody & Co. Incorporated. Ernest's work history demonstrates a deep understanding of the financial industry, and the investment advisory services offered by Kovitz Investment Group Partners, LLC.
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
08/01/2024 - Present
Kovitz Investment Group Partners, LLC (Northbrook IL)
IL
08/15/1996 - 06/13/2017
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
NY
09/24/1982 - 01/10/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 10/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/16/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1984
Series 3 - National Commodity Futures Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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