Unclaimed
Set Carpintero is an Investment Advisor Representative with Hightower Advisors, LLC. Set is also a Registered Representative and has been in the industry since 2012. Set is a Certified Financial Planner and holds Series 7 and Series 65 licenses. Set's previous employer was G-TRADE SERVICES LLC. Set has experience providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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
01/24/2024 - Present
Hightower Advisors, LLC (CHICAGO IL)
NY
09/03/2012 - 09/03/2014
G-TRADE SERVICES LLC (NEW YORK NY)
IA
Issued 02/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Set Carpintero is the right advisor for you? Invested Better is here to help.