Unclaimed
John Maxwell Reynolds is an investment advisor representative with Chicago Partners Investment Group LLC. John has been in the industry since 1993 and has experience in various investment areas. John has a Series 65 license and a Series 2 license. John is registered with the state of Massachusetts as an Investment Advisor Representative.
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
MA
09/21/2022 - Present
Chicago Partners Investment Group LLC (cambridge MA)
IA
Issued 11/03/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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