Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruth? Claim Your ProfileRuth Fiorentino Uress is a financial advisor with Kovitz Investment Group Partners, LLC in Chicago, Illinois. Ruth has been working in the financial services industry since 2007. Ruth has experience in providing financial advice and services to a variety of clients, including individuals, families, businesses, and institutions. Ruth holds the Series 6, 7, and 66 securities licenses and the SIE exam. Ruth is also a Certified Financial Planner. Ruth's previous roles include Kovitz Securities, LLC and Northwestern Mutual Investment Services, LLC.
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
08/01/2024 - Present
Kovitz Investment Group Partners, LLC (Chicago IL)
IL
12/24/2008 - 03/27/2015
KOVITZ SECURITIES, LLC (CHICAGO IL)
IL
02/05/2007 - 05/15/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DOWNERS GROVE IL)
BOTH
Issued 03/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Ruth Uress is the right advisor for you? Invested Better is here to help.
