Unclaimed
Kelly Marie Manchac is an investment advisor representative with Hightower Advisors, LLC. Kelly has been in the industry since October 3, 2000. Kelly is registered with the state of Illinois. Kelly holds Series 7, Series 63, Series 66 and SIE licenses. Kelly is also registered with FINRA. Kelly has worked with Wintrust Investments LLC in the past. Kelly specializes in providing financial planning, portfolio management for individuals and businesses, 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
01/14/2022 - Present
Hightower Advisors, LLC (Chicago IL)
IL
10/03/2000 - 01/14/2022
WINTRUST INVESTMENTS LLC (CHICAGO IL)
BOTH
Issued 02/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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