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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dorothy? Claim Your ProfileDorothy Inez Bickling is an investment advisor representative at Hightower Advisors, LLC with over 35 years of experience in the financial services industry. Dorothy has a wide range of experience in the investment industry, working with various firms including LPL Financial, USAA, and Purshe Kaplan Sterling Investments. Dorothy has an active registration as an investment advisor representative with the state of Massachusetts and also holds several licenses and certifications including Series 7, Series 6, Series 22, Series 51, Series 63, and Series 65. Dorothy is a Certified Financial Planner™ and is dedicated to providing comprehensive financial planning and investment management services to individuals and families.
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
04/19/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
MA
09/17/2020 - 04/04/2023
PURSHE KAPLAN STERLING INVESTMENTS (Lexington MA)
MA
07/13/1990 - 10/21/2020
LPL FINANCIAL LLC (LEXINGTON MA)
TX
02/08/1988 - 10/07/1989
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NA
12/19/1985 - 02/01/1988
LINSCO FINANCIAL GROUP, INC.
NA
09/10/1984 - 11/26/1985
IDS MARKETING CORPORATION
IA
Issued 07/27/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/16/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/07/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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