Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Trim is a financial advisor associated with Hightower Advisors, LLC, with 20 years of experience in the financial industry. Jean is licensed to provide investment advisory services in Maine and New Hampshire. Jean earned the Series 65 certification, the Uniform Investment Adviser Law Examination, in 2003. Jean's expertise spans various areas, including financial planning, portfolio management, and pension consulting. Jean is also a Director of Newburyport Five Cents Savings Bank.
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
06/30/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
IA
Issued 10/17/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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