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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendall? Claim Your ProfileKendall Navin is a financial advisor with Kovitz Investment Group Partners, LLC. Kendall has been in the industry for over 3 years and has a Series 66, Series 7, Series 3, and SIE license. Kendall is registered as an Investment Advisor Representative in Illinois. Kendall also works with Kovitz Securities, LLC. Kendall has experience working with high net worth individuals, corporations or other businesses, individuals other than high net worth, charitable organizations, pension and profit sharing plans, and other entities. Kendall can provide financial planning, educational seminars, portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and other services.
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
08/28/2020 - Present
Kovitz Investment Group Partners, LLC (CHICAGO IL)
ME
12/15/2020 - 03/15/2021
FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)
IL
08/28/2020 - 11/13/2020
KOVITZ SECURITIES, LLC (CHICAGO IL)
IL
03/19/2018 - 07/23/2020
MERCER ALLIED COMPANY, L.P. (DEERFIELD IL)
BOTH
Issued 10/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2017
Series 3 - National Commodity Futures Examination
Active
Inactive
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