Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mallory? Claim Your ProfileMallory Bruggeman is a registered investment advisor representative at Towers Watson Investment Services, Inc. Mallory has been in the financial industry since 2012 and has experience in various roles, including positions at Fidelity Investments, AVI Food System, and Messer Construction. Mallory earned the Series 65 license in 2023 and has expertise in retirement planning, asset management, and investment strategies.
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.
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.
See schedule d, miscellaneous, for a description of other advisory 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.
Fee based on a percentage of assets advised on
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IL
09/16/2024 - Present
Towers Watson Investment Services, Inc. (CHICAGO IL)
Active
Inactive
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