Unclaimed
Brian Dillig is a financial advisor with over 15 years of experience in the industry. Brian currently works at Hightower Advisors, LLC, where Brian has been registered since 2012. Brian previously worked for Credit Suisse Securities (USA) LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian is licensed in Illinois and holds the Series 66, Series 7, and SIE licenses. Brian specializes in providing financial advice to individuals, businesses, corporations, charitable organizations, 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
08/17/2012 - Present
Hightower Advisors, LLC (CHICAGO IL)
IL
04/17/2008 - 09/10/2012
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
IL
06/29/2007 - 04/18/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 08/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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