Unclaimed
Shaina Desai is a financial advisor with Hightower Advisors, LLC. Shaina has been in the industry for over five years and holds Series 7, Series 6, and Series 63 licenses. Shaina provides a wide range of services, including financial planning, portfolio management, and treasury management for corporate clients. Shaina Desai also has a strong background in investment company products and variable contracts. Prior to joining Hightower Advisors, LLC, Shaina worked for Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company.
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
CA
06/08/2022 - Present
Hightower Advisors, LLC (Los Angeles CA)
IL
06/08/2022 - 06/08/2022
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
CA
12/18/2017 - 05/25/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (IRVINE CA)
BC
Issued 01/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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