Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Evette Cavaleri is an Investment Advisor Representative at Hightower Advisors, LLC. Mary has over 20 years of experience in the financial services industry. Mary holds the Series 7, Series 24, and Series 63 licenses. Mary has previously been registered with Argentus Securities, LLC, Oppenheimer & Co. Inc., Stanford Group Company, Banc of America Investment Services, Inc., Banc of America Securities LLC, UBS Paine Webber Inc., and J.C. Bradford & Co. Mary's experience includes portfolio management for individuals and businesses, financial planning, and pension consulting.
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
10/21/2020 - Present
Hightower Advisors, LLC (CHICAGO IL)
TX
10/25/2010 - 04/29/2014
ARGENTUS SECURITIES, LLC (DALLAS TX)
TX
03/20/2009 - 06/02/2010
OPPENHEIMER & CO. INC. (DALLAS TX)
TX
05/05/2006 - 03/17/2009
STANFORD GROUP COMPANY (DALLAS TX)
TX
08/18/2003 - 05/08/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (DALLAS TX)
NY
08/02/2001 - 08/20/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NJ
08/14/2000 - 08/09/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
07/11/2000 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
07/09/1999 - 06/28/2000
J.C. BRADFORD & CO. (NEW YORK NY)
MD
05/28/1998 - 07/27/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
IA
Issued 06/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2012
Series 24 - General Securities Principal Examination
BC
Issued 05/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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