Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Nicholas McCleary is an Investment Advisor Representative with Hightower Advisors, LLC, a registered investment advisor. Peter is based in Chicago, Illinois, and has been in the financial services industry since 2018. He is registered in New York, California, Florida, Illinois, New Jersey, and Texas. Peter holds Series 66, Series 7, and SIE securities licenses. He has experience working with a wide range of clients, including high-net-worth 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
03/18/2021 - Present
Hightower Advisors, LLC (CHICAGO IL)
NY
07/31/2018 - 09/16/2019
CANTOR FITZGERALD & CO. (NEW YORK NY)
BOTH
Issued 01/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Peter McCleary is the right advisor for you? Invested Better is here to help.
