Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheldon? Claim Your ProfileSheldon Hollander is an investment advisor representative at Fund Concepts Group LLC. Sheldon is licensed in Illinois. Sheldon has been in the industry for over 10 years and has a Series 65 license. Sheldon provides financial planning, portfolio management for individuals, and consulting services.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
1
2
IL
09/29/2021 - Present
Fund Concepts Group LLC (CHICAGO IL)
IA
Issued 12/29/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Sheldon Hollander is the right advisor for you? Invested Better is here to help.
