Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bianca? Claim Your ProfileBianca Schuman is an investment advisor representative at HTG Investment Advisors Inc. based in New Canaan, Connecticut. Bianca has been working in the financial industry since December 2013. Bianca has worked at both Morgan Stanley and HTG Investment Advisors Inc. Bianca holds the Series 7 and Series 66 licenses and is also a Certified Financial Planner. Bianca is an Investment Advisor Representative.
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.
Helps you choose top advisors aligned with your financial goals.
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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CT
07/26/2021 - Present
HTG Investment Advisors Inc. (NEW CANAAN CT)
NY
05/28/2015 - 07/20/2021
MORGAN STANLEY (New York NY)
NY
12/05/2013 - 01/26/2015
MORGAN STANLEY (NEW YORK NY)
BOTH
Issued 01/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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