Genevieve Mar
Northbrook, Illinois, 60062
Member Since 2007
I have always believed that everyone should have the ability to live their dreams. That is why my firm\'s mission is to inspire clients to make informed decisions through communication, education & service which exceeds their expectations.
You employ financial advisors to manage your finances so you are free to pursue activities that are more important or enjoyable for you. People from all professions and stages of life get caught up in the daily grind and unintentionally postpone financial matters, thereby risking their current & future security. My business is helping clients achieve financial freedom so they are free to pursue their dreams.
My Location
Background Information
Years of Financial Experience
- 15
Education
- University of British Columbia (B.Sc. Biochemistry)
- Simon Fraser University (MBA Finance and Management Science)
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services:
Primary Custodian(s)
- National Financial Services
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 2744037
- Securities Registrations: Series 7, Series 6, Series 63, Series 65
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health, Property & Casualty
Company Names
- Broker/Dealer: Berthel Fisher & Company Financial Services, Inc.
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Disclosure(s)
- View StatementRegistered Representative of and Securities and Investment Advisory Services offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. M-G Financial, Inc. is independent of BFCFS.
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Estate
Investment Services
- Strategy Development, Asset allocation, Tax Efficient Strategies
Visit Website - http://www.m-gfinancial.com
