Unclaimed
William Thomas Sena is a financial advisor with Hightower Advisors, LLC. William has been in the industry since January 2010. William is registered with the state of Ohio. William specializes in providing financial advice to individuals, businesses, and charitable organizations. William also has experience with treasury management for corporate clients. William holds the Certified Financial Planner and Chartered Financial Analyst designations.
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
07/17/2020 - Present
Hightower Advisors, LLC (CIncinnati OH)
Active
Inactive
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