Unclaimed
Davis Hans Riemer is an investment advisor representative at Hightower Advisors, LLC with over 30 years of experience. Davis has a strong track record of providing financial advice to individuals, families, and businesses. Davis is committed to helping clients achieve their financial goals through personalized investment strategies. Davis has held previous positions with Protected Investors of America, TBA Financial Corporation and CG Equity Sales Company. Davis holds Series 1, 63 and 65 licenses.
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
CA
01/31/2023 - Present
Hightower Advisors, LLC (Oakland CA)
CA
03/21/1986 - 10/06/1998
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
NA
09/09/1980 - 03/12/1986
TBA FINANCIAL CORPORATION
NA
10/16/1967 - 09/29/1980
CG EQUITY SALES COMPANY
IA
Issued 11/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1967
Series 1 - Registered Representative Examination
Active
Inactive
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