Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ira? Claim Your ProfileIra Matthew Utay is a financial advisor with Hightower Advisors, LLC. Ira Utay has over 15 years of experience in the financial services industry. Ira Utay is registered as an Investment Advisor Representative in Texas. Ira Utay previously worked for USAA Investment Management Company, USAA Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Ira Utay has a Series 66 license and Series 7 license, and holds the Certified Financial Planner designation. Ira Utay specializes in providing financial planning, portfolio management, and selection of other advisers.
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
10/04/2020 - Present
Hightower Advisors, LLC (CHICAGO IL)
TX
02/16/2015 - 07/03/2019
USAA INVESTMENT MANAGEMENT COMPANY (Addison TX)
TX
12/15/2009 - 02/26/2015
USAA FINANCIAL ADVISORS, INC. (DALLAS TX)
TX
10/23/2009 - 12/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
03/28/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HOUSTON TX)
TX
09/07/2005 - 04/14/2008
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
BOTH
Issued 10/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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