Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shalem? Claim Your ProfileShalem Avitan is an investment advisor representative at Morningstar Investment Services LLC. Shalem has been in the financial industry since November 2009. Shalem's firm has offices in Chicago, Illinois. Shalem has experience in portfolio management for businesses and individuals.
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.
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.
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.
Aua
1
2
IL
03/06/2018 - Present
Morningstar Investment Services LLC (CHICAGO IL)
IL
10/01/2012 - 12/08/2017
J.P. MORGAN SECURITIES LLC (EVANSTON IL)
IL
08/12/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (EVANSTON IL)
BC
Issued 08/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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