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Marylin K Hederman

Wintrust Investments LLC

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About Marylin K Hederman

Marylin K. Hederman is a financial advisor with Wintrust Investments LLC. Marylin has been in the financial industry since 1991. Marylin is licensed to provide financial advice in Illinois. Marylin is a Series 7, Series 24, Series 55, Series 57, and Series 99 licensed professional, with a focus on providing financial advice to individuals, corporations, and businesses. Marylin holds a Series 63 license as well. Marylin is also licensed in Illinois.

Firm Information

Marylin Hederman is currently registered with Wintrust Investments LLC. Wintrust Investments LLC is a Limited Liability Company based in Chicago, Illinois, formed in January 1996. The firm provides a wide range of investment advisory services including financial planning, selection of other advisors, portfolio management for individuals and businesses. Wintrust Investments LLC manages over $14.4 billion in assets and has over 147 investment advisor representatives.
Wintrust Investments LLC

231 SOUTH LASALLE STREET

CHICAGO, IL 60604

$14.42B

Assets Under Management

Not reported

Total Clients

168

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marylin Hederman’s Registration & Firm History

IL

05/06/1991 - Present

Wintrust Investments LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 06/24/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/04/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marylin K Hederman.
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