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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mohini? Claim Your ProfileMohini McCormick is a financial advisor at Curi RMB Capital, LLC. Mohini has been in the financial services industry for over 25 years. Mohini is registered as an investment advisor representative in Illinois. Mohini has worked with a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Mohini provides a variety of financial services, including financial planning, portfolio management, and selection of other advisors.
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.
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.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
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IL
09/14/2018 - Present
Curi RMB Capital, LLC (CHICAGO IL)
IL
07/03/2013 - 09/25/2018
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
IL
11/17/2009 - 06/13/2013
FIFTH THIRD SECURITIES, INC. (WESTMONT IL)
IL
05/16/2006 - 12/18/2009
CREDIT SUISSE SECURITIES (USA) LLC (NORTHBROOK IL)
IL
04/01/1992 - 05/24/2006
LEHMAN BROTHERS INC. (CHICAGO IL)
IA
Issued 01/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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