Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary teresa? Claim Your ProfileMary Teresa Roberto is a registered Investment Advisor Representative with Kovitz Investment Group Partners, LLC. Mary Teresa has been in the industry since 2019 and holds a Series 66, Series 7TO and SIE licenses. Mary Teresa Roberto's previous experience includes Sanctuary Securities, INC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mary Teresa Roberto specializes in various investment areas such as financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
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
IL
07/30/2024 - Present
Kovitz Investment Group Partners, LLC (Chicago IL)
IL
03/01/2022 - 01/04/2024
SANCTUARY SECURITIES, INC. (Wood Dale IL)
IL
12/19/2019 - 03/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAK BROOK IL)
BOTH
Issued 03/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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