Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica Tereza Giess is a registered investment advisor representative with Hightower Advisors, LLC. Veronica has been in the industry since 2021 and is currently registered with the state of Illinois. Veronica previously worked at Charles Schwab & Co., Inc. Prior to her career in financial services, Veronica worked at various companies including Purdue University, Iowa State University, Express, Enterprise Rent-A-Car, Walmart, Charles Schwab Bank, SSB and Queen of All Saints. Veronica holds a Series 66, Series 7TO, and SIE licenses.
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
08/09/2024 - Present
Hightower Advisors, LLC (CHICAGO IL)
IL
06/09/2021 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Winnetka IL)
BOTH
Issued 06/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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