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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Izabela? Claim Your ProfileIzabela Hallett is an investment advisor representative at Hightower Advisors, LLC. Izabela is based in Portsmouth, New Hampshire. Izabela has been in the industry for over 20 years and has a strong background in financial planning and portfolio management. Izabela has experience working with a wide range of clients, including individuals, businesses, and institutions. Izabela is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Izabela is a Certified Financial Planner and holds the Series 7, Series 63 and Series 65 licenses. Previously, Izabela was an investment advisor representative at William Blair & Company for four years.
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
NH
06/30/2023 - Present
Hightower Advisors, LLC (Portsmouth NH)
IL
08/08/2014 - 09/11/2018
WILLIAM BLAIR (CHICAGO IL)
IN
06/22/2010 - 08/05/2014
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
IL
01/20/2005 - 08/19/2009
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
CT
10/31/2001 - 12/15/2004
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
NY
06/14/2000 - 02/12/2001
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
01/28/1999 - 02/12/2001
CANTOR FITZGERALD PARTNERS (NEW YORK NY)
NY
09/18/1998 - 02/12/2001
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
NY
08/04/1997 - 09/16/1998
FIRST ALBANY CORPORATION (NEW YORK NY)
IA
Issued 08/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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