Unclaimed
Eric Nahat is a financial advisor at Hightower Advisors, LLC. Eric has been in the industry since 2013 and has a wide range of experience in providing financial advice to individuals and businesses. Eric holds both Series 63 and 65 licenses. Eric is registered in Michigan and Florida. Prior to joining Hightower Advisors, LLC, Eric worked at Wells Fargo Advisors Financial Network, LLC and J.P. Morgan 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
MI
05/01/2017 - Present
Hightower Advisors, LLC (Bloomfield Hills MI)
MI
09/07/2016 - 05/02/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BLOOMFIELD HILLS MI)
MI
08/19/2013 - 08/03/2016
J.P. MORGAN SECURITIES LLC (BIRMINGHAM MI)
IA
Issued 04/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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