Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maury? Claim Your ProfileMaury Leonard Fertig is an investment advisor representative at Kovitz Investment Group Partners, LLC, located in Northbrook, Illinois. Maury Leonard Fertig has been in the industry for over 30 years, with previous experience at Salomon Smith Barney Inc. and Salomon Brothers Inc. Maury Leonard Fertig specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Maury Leonard Fertig is also licensed to provide financial planning, pension consulting, educational seminars, and selection of other advisors. Maury Leonard Fertig holds the Series 7, Series 24, Series 63 and Series 65 licenses.
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
08/01/2024 - Present
Kovitz Investment Group Partners, LLC (Northbrook IL)
NY
11/28/1997 - 12/09/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
09/24/1985 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
IA
Issued 10/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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