Unclaimed
Drew Bennett Nordlicht is an investment advisor representative with Hightower Advisors, LLC. Drew has been in the financial industry since 1991. Drew has a Series 63, Series 65, Series 3, Series 7 and SIE license. Drew is registered in California, Colorado, Florida, Illinois, Maryland, Michigan, North Carolina, Ohio, Texas, and Virginia. Drew has experience working with corporations, insurance companies, charitable organizations, and individuals. Drew is affiliated with Hightower Advisors, LLC and Hightower Securities, LLC.
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
07/03/2012 - Present
Hightower Advisors, LLC (San Diego CA)
CA
02/16/2007 - 07/09/2012
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
CA
01/21/1994 - 02/26/2007
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
NY
05/19/1992 - 02/01/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
07/20/1990 - 02/08/1991
J. W. GANT & ASSOCIATES, INC.
IA
Issued 05/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2010
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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