Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Paksi is a financial advisor with Hightower Advisors, LLC. Charles has been in the industry since 2006 and has a wide range of experience in financial planning, portfolio management, and retirement planning. He holds the Series 7, Series 63, and Series 65 licenses, and is also a registered Investment Advisor in New York. Charles is committed to providing his clients with personalized financial advice that meets their unique needs and goals.
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
04/21/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
CT
01/04/2016 - 06/18/2018
SUMRIDGE PARTNERS, LLC (Stamford CT)
NY
04/04/2006 - 04/10/2012
UBS GLOBAL ASSET MANAGEMENT (US) INC. (NEW YORK NY)
BC
Issued 03/30/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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