Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Elizabeth Sweet is a financial advisor with Hightower Advisors, LLC and has over 19 years of experience in the financial services industry. Kelly Elizabeth Sweet is a Certified Financial Planner and has a Series 65 license. Kelly Elizabeth Sweet provides a variety of financial services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Kelly Elizabeth Sweet has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
WA
10/06/2023 - Present
Hightower Advisors, LLC (Bellevue WA)
IA
Issued 12/27/1995
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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