Unclaimed
Nicholas Shute is an investment advisor representative, registered with Hightower Advisors, LLC, and has been in the industry since January 12, 2024. Nicholas holds the Series 66, Series 7TO, and SIE exams. Nicholas provides financial planning and portfolio management services to a range of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Nicholas is also an Uber driver. Nicholas is registered with the state of Maine.
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
01/25/2024 - Present
Hightower Advisors, LLC (CHICAGO IL)
BOTH
Issued 11/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2024
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2023
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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