Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Hanlon is a financial advisor at Hightower Advisors, LLC. He is a CERTIFIED FINANCIAL PLANNER™ professional with over 8 years of experience in the financial services industry. Patrick has a strong background in providing financial planning, portfolio management, and wealth management services to individuals and families.
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
04/05/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
MA
04/24/2014 - 10/28/2020
LPL FINANCIAL LLC (BOSTON MA)
MA
02/13/2012 - 04/04/2014
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
BOTH
Issued 03/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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