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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sokolovsky is an investment advisor representative at Hightower Advisors, LLC in Deerfield, IL. David has been in the financial services industry since 2008. David is a Certified Financial Planner and a Chartered Financial Analyst. David has been registered with the SEC since 2008 and has been with Hightower Advisors since 2019. Prior to joining Hightower Advisors, David was employed by Morgan Stanley Smith Barney and Citigroup Global Markets.
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
09/27/2019 - Present
Hightower Advisors, LLC (Deerfield IL)
IL
07/13/2012 - 07/22/2014
HIGHTOWER SECURITIES, LLC (DEERFIELD IL)
IL
06/01/2009 - 07/17/2012
MORGAN STANLEY SMITH BARNEY (DEERFIELD IL)
IL
02/14/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DEERFIELD IL)
BOTH
Issued 03/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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