Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shira? Claim Your ProfileShira Elizabeth Katsir is a Certified Financial Planner® professional with over 5 years of experience in the financial services industry. Shira is currently a Registered Representative of Hightower Advisors, LLC where she has been with the firm since October 2020. Prior to this, Shira was a Financial Advisor at CAPFINANCIAL SECURITIES, LLC from February 2017 until September 2019. Shira holds Series 7 and SIE licenses. Her professional background includes experience at CAPTRUST and Stearns Financial Group. Shira has expertise in providing financial planning and portfolio management services for individuals, corporations, and other businesses.
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
11/03/2020 - Present
Hightower Advisors, LLC (CHICAGO IL)
NC
02/20/2017 - 09/27/2019
CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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