Unclaimed
Mauricio Cortes resendiz is a financial advisor at The Mather Group, LLC. Mauricio is a Certified Financial Planner™ professional. Mauricio's firm provides financial planning, educational seminars, and portfolio management for individuals. The firm also manages assets for pension and profit-sharing plans and charitable organizations. Mauricio has been a financial advisor since 2014 and has worked with clients in various industries and has experience managing investments for high-net-worth individuals, as well as for other individuals and families. Mauricio's firm has offices in Chicago, Illinois, and Brentwood, Tennessee.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
A percentage of total net worth
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TN
12/23/2021 - Present
THE Mather Group, LLC (Brentwood TN)
Active
Inactive
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