Shira KatsirCRD Number: 6288102
Current Firm: Hightower Advisors, LLC
Shira Katsir (CRD# 6288102) is an Investment Advisor Representative working at Hightower Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry. Shira Katsir has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Hightower Advisors LLC||Greensboro, NC||Oct 2020 - Current||1|
|Stearns Financial Group||Chapel Hill, NC||Mar 2020 - Oct 2020||< 1|
|Unemployed||Raleigh, NC||Sep 2019 - Feb 2020||< 1|
|Captrust||Raleigh, NC||Dec 2016 - Aug 2019||2|
|Captrust||Raleigh, NC||Jan 2014 - Nov 2016||2|
|Sabbatical||San Jose,||Feb 2010 - Dec 2013||3|
Total Assets Under Management74,500MILLIONS
Total Number of Accounts161,263ACCOUNTS
Average Account Value$461,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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