Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hersh? Claim Your ProfileHersh Steve Bogner is an Investment Advisor Representative with Hightower Advisors, LLC. Hersh has been in the financial services industry since April 1997. He is registered with the state of Illinois and New York. Hersh's previous employers include MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC.. Hersh has a total of 2 state exams, 3 product exams and is currently registered with 7 state and 2 IA states. Hersh's firm, Hightower Advisors, LLC is a registered investment advisor firm based in Chicago, Illinois. They offer a variety of financial services to individuals, businesses, and institutions.
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
NY
03/18/2021 - Present
Hightower Advisors, LLC (New York City NY)
NY
06/01/2009 - 01/12/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
04/29/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 05/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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