Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Jankelowitz is an Investment Advisor Representative at The Planning Group in Northfield, Illinois. Martin is registered with the state of Illinois and has been in the industry since 2008. Martin has a Series 65 license. The Planning Group is a registered investment advisor with offices in Northfield, Illinois. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. The firm's assets under management are over $200 million.
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.
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.
1
2
IL
01/06/2024 - Present
THE Planning Group (NORTHFIELD IL)
IA
Issued 01/05/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Martin Jankelowitz is the right advisor for you? Invested Better is here to help.
