Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abigail? Claim Your ProfileAbigail Wiss is a financial professional with over five years of experience in the financial services industry. Abigail is a Certified Financial Planner and holds the Series 7, Series 66, and Series 63 licenses. She is a Regional Vice President at Madison 1031 Exchange, LLC and an Investment Advisor Representative at Realta Investment Advisors, Inc.. Realta Investment Advisors, Inc. is a registered investment advisor with offices in Charlotte, NC and Wilmington, DE. Abigail's areas of expertise include financial planning, portfolio management, and 1031 exchange services.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
07/28/2023 - Present
Realta Investment Advisors, Inc. (CHARLOTTE NC)
MO
08/30/2017 - 07/19/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
BC
Issued 08/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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