Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Polanco is a financial advisor with Chicago Partners Investment Group LLC. Nicole has been in the industry since 2011. Nicole is a Certified Financial Planner and has a Series 65 license. Nicole is active in Illinois. Chicago Partners Investment Group LLC is a financial advisor firm headquartered in Chicago, IL. The firm has approximately $4.59 billion in regulatory assets under management. The firm provides financial planning, portfolio management, and other services to individuals, businesses, and institutional clients.
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.
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.
401k plan option review & monitoring
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.
Roboadvisory offering
1
2
IL
01/13/2022 - Present
Chicago Partners Investment Group LLC (CHICAGO IL)
IA
Issued 10/20/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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