Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Mclean Kendree is a registered Investment Advisor Representative with Chicago Partners Investment Group LLC. Sam has been in the industry since June 2016 and is currently registered with the state of Illinois. Sam holds the Series 65 designation. Sam is a financial advisor with experience in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Sam also offers portfolio management services for 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.
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 04/28/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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