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Emily Nicole Shacklett is a financial advisor with Hightower Advisors, LLC. Emily has been in the industry since 2007. Emily has a Series 66 license and is registered with the state of Ohio. Emily specializes in providing financial planning, portfolio management, and treasury management for both individuals and businesses. Emily also holds the Personal Financial Specialist designation.
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
OH
05/14/2019 - Present
Hightower Advisors, LLC (Cleveland OH)
BOTH
Issued 09/04/2007
Series 66 - Uniform Combined State Law Examination
Active
Inactive
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