Unclaimed
Ronee Nicole Greazel is a financial advisor registered with the state of Illinois and associated with Great Lakes Advisors, LLC. Ronee is a Chartered Financial Analyst and has been in the industry since 1997. Ronee specializes in providing financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
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.
Fulcrum fee; asset-based fee contingent on performance
1
2
IL
04/26/2018 - Present
Great Lakes Advisors, LLC (CHICAGO IL)
IL
07/24/1997 - 03/25/1998
ROTHSCHILD INVESTMENT CORPORATION (CHICAGO IL)
BC
Issued 07/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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