Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candice? Claim Your ProfileCandice Oakley is a registered Investment Advisor Representative at Hbks Wealth Advisors in Erie, Pennsylvania. Candice has been in the financial industry since October 2014. Candice obtained her Series 65 license in July 2019. Candice has experience with a variety of investment and financial planning services and specializes in financial planning for individuals and businesses. Candice is also a licensed agent in the state of Pennsylvania.
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
07/31/2019 - Present
Hbks Wealth Advisors (ERIE PA)
IA
Issued 07/31/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Candice Oakley is the right advisor for you? Invested Better is here to help.
