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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margo? Claim Your ProfileMargo Sweany is a financial advisor with Curi RMB Capital, LLC. Margo has been in the industry since 2010 and is licensed in Illinois and Colorado. Margo holds a Series 65 license and is a Certified Financial Planner. Margo specializes in providing financial planning, portfolio management, and pension consulting 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.
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.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
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IL
09/24/2011 - Present
Curi RMB Capital, LLC (CHICAGO IL)
IA
Issued 09/24/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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