Unclaimed
Bridget Casher is an Investment Advisor Representative with Hightower Advisors, LLC. Bridget has been in the financial industry since 2011 and has a Series 63, Series 65 and Series 7 licenses. Bridget works with individuals, businesses, pension and profit sharing plans, insurance companies, investment companies, charitable organizations and state or municipal government entities. Bridget has worked at Conrad Siegel Investment Advisors, Inc. since 2018 and BNY Mellon since 2012.
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
01/23/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
PA
03/09/2011 - 08/22/2012
MBSC SECURITIES CORPORATION (HARRISBURG PA)
IA
Issued 08/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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