Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avery? Claim Your ProfileAvery Elizabeth Cotter is a financial advisor with Hightower Advisors, LLC and has been in the industry since August 4, 2022. Avery is registered with the state of Pennsylvania as both a Broker-Dealer and Investment Advisor. Avery holds the Series 66, Series 7, and SIE licenses. Avery specializes in a variety of financial services including financial planning, pension consulting, portfolio management, and treasury management. Avery has experience working with a wide range of clients including corporations, individuals, charitable organizations, insurance companies, and pension and profit sharing plans.
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
10/02/2022 - Present
Hightower Advisors, LLC (CHICAGO IL)
BOTH
Issued 09/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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