Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicole? Claim Your ProfileNicole Romito is a financial advisor at Hightower Advisors, LLC, a firm that has been in business since 2008. Nicole has been in the financial services industry for over 20 years, and has experience working with individuals, corporations, and charitable organizations. Nicole is a Certified Financial Planner and holds the Series 6, 7 and 66 licenses. Nicole is also an active member of the community and is passionate about helping people achieve their financial goals.
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)
IL
10/06/2011 - 10/14/2014
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (CHICAGO IL)
IL
05/13/2005 - 10/04/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHICAGO IL)
IN
03/20/2002 - 05/09/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/20/2002 - 05/09/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 04/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2014
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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