Unclaimed
Augustine Repetto is a financial advisor at Hbks Wealth Advisors, a firm with a focus on financial planning and investment management for individuals, businesses, and charitable organizations. Augustine has been in the industry since 1999 and holds Series 7, 31, 55, 63, and 65 licenses. Augustine is also a Certified Financial Planner. Augustine has previously worked at Walnut Street Securities, Inc. and Ensemble Financial Services, Inc. before joining Hbks Wealth Advisors. Augustine is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
PA
10/06/2017 - Present
Hbks Wealth Advisors (Conshohocken PA)
NJ
05/08/2006 - 09/05/2008
WALNUT STREET SECURITIES, INC. (RED BANK NJ)
NY
03/12/2004 - 01/31/2005
ENSEMBLE FINANCIAL SERVICES, INC. (PITTSFORD NY)
NY
04/08/2002 - 10/09/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/21/2001 - 02/20/2002
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
NY
03/28/2000 - 01/24/2001
B-TRADE SERVICES LLC (NEW YORK NY)
NJ
10/07/1999 - 05/01/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 05/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/19/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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