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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Greis Fedorak is a financial advisor with Savant Wealth Management. Mary has been in the financial industry for over 12 years and has experience working with a wide range of clients, including individuals, families, and businesses. Mary holds the Series 6, 7, and 63 licenses and has passed the Series 65 exam. Mary is also a Certified Financial Planner. Savant Wealth Management is an independent registered investment advisor with over $29 billion in assets under management. The firm specializes in providing financial planning, investment management, and retirement planning 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.
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.
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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2
IL
07/18/2022 - Present
Savant Wealth Management (Chicago IL)
NY
12/06/2016 - 07/15/2019
PENTEGRA DISTRIBUTORS INC. (WHITE PLAINS NY)
IL
06/07/2012 - 12/15/2014
PFM FUND DISTRIBUTORS, INC. (CHICAGO IL)
IL
10/02/1997 - 01/05/1998
ZURICH KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 07/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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