Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Kovitz is an investment advisor with over 30 years of experience in the financial industry. Mitchell is a registered investment advisor in Illinois and Texas. Mitchell is currently affiliated with Kovitz Investment Group Partners, LLC, and previously worked for FORESIDE FINANCIAL SERVICES, LLC, KOVITZ SECURITIES, LLC, and ROTHSCHILD INVESTMENT CORPORATION. Mitchell holds a Series 63, Series 4, Series 24, SIE, and Series 7. Mitchell specializes in providing investment advice to individuals, corporations, investment companies, and other entities.
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
01/06/2025 - Present
Kovitz Investment Group Partners, LLC (CHICAGO IL)
IL
12/22/2020 - 03/16/2021
FORESIDE FINANCIAL SERVICES, LLC (Chicago IL)
IL
05/28/2004 - 11/13/2020
KOVITZ SECURITIES, LLC (CHICAGO IL)
IL
05/23/1989 - 10/01/2004
ROTHSCHILD INVESTMENT CORPORATION (CHICAGO IL)
BC
Issued 03/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2005
Series 4 - Registered Options Principal Examination
BC
Issued 12/05/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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