Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott David Sorensen is a financial advisor at Hightower Advisors, LLC. Scott has over 30 years of experience in the financial services industry. Scott provides financial planning and investment management services to individuals, families, businesses and institutions. Scott is a Chartered Financial Consultant and a Chartered Financial Analyst. He holds Series 6, 7, and 63 securities licenses. Scott is also a member of the National Association of Personal Financial Advisors (NAPFA). Scott is committed to providing his clients with personalized financial advice and guidance to help them 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
06/30/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
MA
01/20/1998 - 10/25/2002
FIS SECURITIES, INC. (BOSTON MA)
MA
09/08/1992 - 01/30/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
09/08/1992 - 01/30/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 09/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Scott Sorensen is the right advisor for you? Invested Better is here to help.
