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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merilou? Claim Your ProfileMerilou Bury is an investment advisor representative, registered in Illinois. Merilou Bury is currently employed by Kovitz Investment Group Partners, LLC. Merilou Bury has been in the industry since 1988. Previously Merilou Bury was employed by Kovitz Securities, LLC, CREDIT SUISSE SECURITIES (USA) LLC, and HARRIS ASSOCIATES SECURITIES L.P.. Merilou Bury has passed the Series 7TO, Series 66, Series 63, Series 7, and SIE exams.
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
05/16/2017 - Present
Kovitz Investment Group Partners, LLC (CHICAGO IL)
IL
05/16/2017 - 11/30/2020
KOVITZ SECURITIES, LLC (CHICAGO IL)
IL
09/27/2007 - 05/10/2016
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
IL
05/18/1988 - 04/29/1999
HARRIS ASSOCIATES SECURITIES L.P. (CHICAGO IL)
BOTH
Issued 03/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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