Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Tuber is an investment advisor representative with Kovitz Investment Group Partners, LLC. Michael is a registered investment advisor in Illinois. Michael's registration is active. Michael has worked in the financial services industry for more than 11 years. Michael has passed several industry exams, including the Series 6, Series 7, Series 63, and Series 66. Michael has been with Kovitz Investment Group Partners, LLC since May 2024. Previously, Michael worked with J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP.
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
10/01/2012 - 02/11/2023
J.P. MORGAN SECURITIES LLC (VERNON HILLS IL)
IL
05/09/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LIBERTYVILLE IL)
BOTH
Issued 01/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Michael Tuber is the right advisor for you? Invested Better is here to help.
