Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merrick? Claim Your ProfileMerrick Singer is a financial advisor at Kovitz Investment Group Partners, LLC. Merrick is a CERTIFIED FINANCIAL PLANNER™ professional with over 6 years of experience in the financial services industry. Merrick is registered with the state of Illinois as an Investment Advisor Representative. Merrick has experience working with a variety of clients, including individuals, families, businesses, and non-profit organizations. Merrick's areas of expertise include financial planning, investment management, retirement planning, and estate planning. Merrick is dedicated to providing personalized financial advice and helping clients achieve their financial goals. Merrick previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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
05/03/2024 - Present
Kovitz Investment Group Partners, LLC (Deerfield IL)
IL
12/06/2018 - 09/16/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
BOTH
Issued 05/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Merrick Singer is the right advisor for you? Invested Better is here to help.
