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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen Polese is a financial advisor with Hightower Advisors, LLC, a wealth management firm headquartered in Chicago. Eileen has experience in the financial industry and holds both Series 63 and Series 65 licenses. She is also a Certified Financial Planner. Eileen is committed to providing her clients with personalized financial advice and helping them achieve their financial 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
10/29/2021 - Present
Hightower Advisors, LLC (CHICAGO IL)
NY
06/24/2019 - 02/18/2020
HAMILTON CAVANAUGH & ASSOCIATES, INC. (NORTH WHITE PLAINS NY)
CT
02/13/2002 - 03/24/2008
UBS SECURITIES LLC (STAMFORD CT)
BC
Issued 07/26/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/19/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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