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Megan Kelly Smolinske

Northern Trust Securities, Inc.

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About Megan Kelly Smolinske

Megan Smolinske is a financial advisor with Northern Trust Securities, Inc. Megan has been in the industry since 2021. Megan holds the Series 66, Series 7TO and SIE securities licenses and is registered with the state of Illinois. Megan is also registered with the state of Illinois as an Investment Advisor Representative. Megan has specialized in portfolio management for individuals, businesses and pooled investment vehicles. Megan has experience working with clients of different types including individuals, high-net-worth individuals, corporations, partnerships and charitable organizations.

Firm Information

Megan Smolinske is currently registered with Northern Trust Securities, Inc.. Northern Trust Securities, Inc. is a corporation headquartered in Chicago, IL, formed in 1979. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer selection of other advisers. Northern Trust Securities, Inc. is registered with the SEC and in 53 states. They manage approximately $1,026,259,255 in regulatory assets.
Northern Trust Securities, Inc.

333 S. WABASH AVENUE

CHICAGO, IL 60604

$1.03B

Assets Under Management

2,110

Total Clients

282

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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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Megan Smolinske’s Registration & Firm History

AZ

03/07/2023 - Present

Northern Trust Securities, Inc. (Tempe AZ)

IL

10/01/2021 - 02/24/2023

WOODBURY FINANCIAL SERVICES, INC. (OAKBROOK TERRACE IL)

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Licenses & Designations

BOTH

Issued 04/08/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan Kelly Smolinske.
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