Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candice? Claim Your ProfileCandice R Kakar is a registered representative with Hightower Advisors, LLC in New York, NY. Candice has been in the industry since 2008. Candice's primary business is providing investment advisory services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. Candice has passed the Series 66, Series 7, and SIE exams. Candice is licensed to provide securities related services in California, Florida, New Jersey, New York, and Texas.
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
03/18/2021 - Present
Hightower Advisors, LLC (CHICAGO IL)
NY
10/14/2008 - 03/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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