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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Gorog is an Investment Advisor Representative at Kovitz Investment Group Partners, LLC in Southfield, MI. Maria has been in the industry for 10+ years. She is registered with the state of Michigan. Maria has a Series 65 license. She holds a Bachelor's Degree in Business Administration from the University of Michigan. Maria is passionate about helping her clients achieve their financial goals. She offers a range of services including portfolio management, financial planning, pension consulting, and educational seminars.
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
MI
01/05/2025 - Present
Kovitz Investment Group Partners, LLC (Southfield MI)
IA
Issued 11/21/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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