Unclaimed
Mary Elizabeth McLean is a financial advisor with Hightower Advisors, LLC. Mary Elizabeth has been working in the financial industry since 2001, and has a diverse background in both public and private wealth management. Mary Elizabeth has been a Certified Financial Planner since 2004. Mary Elizabeth has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations. Mary Elizabeth specializes in developing personalized financial plans that meet the specific needs of each client. Mary Elizabeth is also a Registered Representative of Hightower Advisors, LLC.
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
10/08/2020 - Present
Hightower Advisors, LLC (CHICAGO IL)
IL
01/27/2006 - 09/01/2009
WATERSTONE FINANCIAL GROUP, INC. (HINSDALE IL)
IL
12/06/2001 - 02/04/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
SC
07/24/2001 - 10/17/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IL
10/07/1998 - 09/03/1999
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
BC
Issued 03/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1992
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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