Unclaimed
Thomas Seifert is a financial advisor with Hightower Advisors, LLC in Cleveland, OH. Thomas has been working in the financial industry since 2007. He is a licensed Series 66 and Series 3, and he specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and corporations. Thomas also has experience working with charitable organizations, insurance companies, and pension and profit-sharing plans. He is a Personal Financial Specialist.
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
OH
05/14/2019 - Present
Hightower Advisors, LLC (Cleveland OH)
BOTH
Issued 01/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2001
Series 3 - National Commodity Futures Examination
Active
Inactive
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