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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Palmieri is an Investment Advisor Representative with Hightower Advisors, LLC and has been registered with the state of Illinois since January 4, 2021 and with the state of New York since March 18, 2021. Robert is a Series 65 licensed professional and has been in the industry since June of 2017. Robert has worked for several organizations including Untracht Early, R.F.- Fulcrum Group, and Hightower Advisors LLC. Robert's experience includes working with corporations and businesses, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans. Robert has specialized knowledge in investment companies, individual portfolios, and managing portfolios for businesses. Robert is a licensed professional with specialized knowledge and experience in the financial services industry.
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)
IA
Issued 12/14/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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