Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malcolm? Claim Your ProfileMalcolm MacKillop is an Investment Advisor Representative at GeoWealth Management LLC. Malcolm is a Series 65 licensed professional and has over 8 years of experience in the financial services industry. Malcolm’s experience spans various roles at First Ascent Asset Management, Frontier Asset Management, and Personal Capital, demonstrating their commitment to the field. Malcolm’s expertise is focused on providing wealth management services to individuals, corporations, charitable organizations and pension and profit-sharing plans. Malcolm's approach emphasizes financial planning, educational seminars, and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
05/03/2024 - Present
Geowealth Management LLC (CHICAGO IL)
IA
Issued 02/05/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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