Unclaimed
Sherwin Marvin Lesk is a financial advisor registered in Illinois. Sherwin is affiliated with Hightower Advisors, LLC. Sherwin has been in the industry since May 2008. In addition to the firm, Sherwin has also been associated with Leonetti & Associates, LLC. Sherwin is a Certified Financial Planner and has been approved by the state of Illinois. Sherwin provides financial planning, portfolio management for individuals and businesses, selection of other advisors and pension consulting.
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
09/05/2018 - Present
Hightower Advisors, LLC (BUFFALO GROVE IL)
Active
Inactive
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