Unclaimed
Shana Elise Bennett is a registered representative and investment advisor representative with Hightower Advisors, LLC. Shana holds the Series 66, Series 7TO and SIE licenses and has been active in the industry since August 2023. Shana has worked for Hightower Securities LLC and has also worked as an educator at the University of Southern Maine and in the U.S. Navy.
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
ME
01/05/2024 - Present
Hightower Advisors, LLC (Falmouth ME)
BOTH
Issued 11/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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