Unclaimed
Alex Hoveln is a financial advisor registered with Hightower Advisors, LLC in Schaumburg, IL. Alex has been working in the financial services industry since October 4, 2020. Alex is a Certified Financial Planner and holds Series 7TO, SIE and Series 66 licenses. Alex has over 100 clients and is registered with the State of Illinois to provide investment advisory services. Alex can provide financial planning, pension consulting and portfolio management services to both 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
02/10/2023 - Present
Hightower Advisors, LLC (Schaumburg IL)
IL
10/05/2020 - 02/10/2023
VALMARK SECURITIES, INC. (SCHAUMBURG IL)
BOTH
Issued 12/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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