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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Hirschfeld is a registered Investment Advisor Representative with Hightower Advisors, LLC. Gary has been in the financial industry for over 30 years. Gary has a Series 3 license and a Series 65 license. Gary has worked at Sunrise Capital Partners LLC and Delphi Private Advisors before joining Hightower. Gary specializes in working with high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Gary provides advisory services that include portfolio management for businesses, portfolio management for individuals, financial planning, pension consulting, and selection of other advisors. Gary is based in the San Diego office of Hightower.
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
07/15/2019 - Present
Hightower Advisors, LLC (SAN DIEGO CA)
IA
Issued 09/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
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