Unclaimed
Michael Edward Leonetti is a financial advisor with over 30 years of experience in the industry. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and is registered to provide investment advice in Illinois and Texas. Michael is currently affiliated with Hightower Advisors, LLC in Buffalo Grove, IL and has previously worked with Sanders Morris Harris Inc., Quasar Distributors, LLC, First Fund Distributors, Inc., Jackson National Financial Services, Inc., AHT Financial Group, Ltd., Mutual Service Corporation, John Hancock Distributors, Inc., and G. W. Courtney, Inc. Michael has experience providing financial planning, portfolio management, and treasury management for individuals, corporations, and charitable organizations.
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
09/05/2018 - Present
Hightower Advisors, LLC (Buffalo Grove IL)
IL
09/29/2009 - 07/26/2013
SANDERS MORRIS HARRIS INC. (BUFFALO GROVE IL)
ME
10/04/2001 - 10/17/2006
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
07/28/1995 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
CA
03/21/1993 - 04/11/1994
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
IL
02/12/1988 - 12/21/1991
AHT FINANCIAL GROUP, LTD. (BARRINGTON IL)
NA
12/03/1982 - 12/31/1987
MUTUAL SERVICE CORPORATION
NA
08/06/1982 - 02/17/1983
JOHN HANCOCK DISTRIBUTORS, INC.
NA
03/30/1982 - 12/21/1982
G. W. COURTNEY, INC.
IA
Issued 11/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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