Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Tasch is a financial advisor with Hightower Advisors, LLC in Chicago, IL. Scott has been in the financial industry since 2003. Scott has a Series 7, Series 6, and Series 63 license and holds a Uniform Investment Adviser Law Examination certification. Scott has previous experience with Park Avenue Securities LLC and Mass Mutual Insurance Co. in Purchase, NY. Scott works with high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and other entities. He is also a member of Hightower Advisors' Altium Wealth Management LLC.
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
04/21/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
NY
06/03/2003 - 03/05/2014
PARK AVENUE SECURITIES LLC (PURCHASE NY)
IA
Issued 01/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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