Best Investors Account Sign in
Inactive

Mario A Echevarria

Wellth Advisory Services, LLC

Chicago, IL

Shorewood, IL

Claim This Profile
Current Employers
Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-01
IL RA APPROVED 2024-06-28
IN RA APPROVED 2024-06-28
NY RA APPROVED 2024-06-28
  • WI RA
    APPROVED
    Since 2025-01-01
  • IL RA
    APPROVED
    Since 2024-06-28
  • IN RA
    APPROVED
    Since 2024-06-28
  • NY RA
    APPROVED
    Since 2024-06-28

Branch Locations

Chicago, IL • United States

Shorewood, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Balasa Dinverno Foltz Llc Itasca IL 05/2015 08/2017
Global Retirement Partners, Llc San Rafael CA 09/2020 06/2024
Altair Advisers, Llc Chicago IL 08/2017 09/2020
Wellth Advisory Services, Llc Shorewood IL 06/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-07
  • S65 Uniform Investment Adviser Law Examination
    2014-10-07
Designations

View on SEC IAPD

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor