Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amir? Claim Your ProfileAmir Atabaki is a financial advisor with Hightower Advisors, LLC. Amir has been in the financial industry for more than 10 years and has a strong understanding of the markets. Amir works with individuals, businesses, and institutions. Amir is dedicated to providing personalized financial advice to help clients reach their financial goals. Amir holds a Series 7, Series 65, and Series 66 licenses. Amir is a member of the Investment Adviser Association and is registered with the Securities and Exchange Commission.
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
TX
09/29/2020 - Present
Hightower Advisors, LLC (Dallas TX)
CA
03/19/2007 - 06/03/2008
WACHOVIA SECURITIES, LLC (WOODLAND HILLS CA)
IA
Issued 05/19/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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