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Jeffrey Naylor Schnitz is an investment advisor representative at Hightower Advisors, LLC. Jeffrey has been in the industry since 1996 and has passed the Series 63 and Series 65 exams. Jeffrey's experience includes time at SVB Securities, SVB Wealth Advisory, Compound Advisers, Inc., Silicon Valley Bank, East West Markets, LLC, Hypothetico, East West Bank Corp, East West Global Securities LLC, East West Global Advisors, LLC and East West Global Portfolios, LLC. Jeffrey specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals and selection of other advisors.
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
12/17/2024 - Present
Hightower Advisors, LLC (CHICAGO IL)
Active
Inactive
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