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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Merdinger is a financial advisor with Hightower Advisors, LLC in Chicago, IL. Michael has over 20 years of experience in the financial services industry. Michael is registered with the state of Illinois and Texas. Michael has a Series 6, 7, 63 and 65 license. Michael is also registered with the state of Illinois and Texas as an Investment Advisor Representative. Michael specializes in financial planning, portfolio management, and treasury management for corporate clients. In addition to working with Hightower Advisors, LLC, Michael also works with Private Vista, LLC (formerly Financial Strategy Network 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
10/23/2020 - Present
Hightower Advisors, LLC (CHICAGO IL)
IL
10/06/2011 - 10/15/2015
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (CHICAGO IL)
IL
01/12/1999 - 10/04/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHICAGO IL)
IN
06/01/1998 - 01/04/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
12/13/1993 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 09/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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