Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cecilia a.? Claim Your ProfileCecilia A. Hinkle-wisniewski is an investment advisor representative with UBS Financial Services Inc., with over 40 years of experience in the industry. Cecilia A. Hinkle-wisniewski has been registered with UBS Financial Services Inc. since 1992. Cecilia A. Hinkle-wisniewski has also held previous positions at Lehman Brothers Inc. and E. F. Hutton & Company Inc. Cecilia A. Hinkle-wisniewski holds a Series 63, Series 65, Series 7, Series 3, Series 8, Series 9, Series 10, and SIE licenses and has experience in various areas of financial services, including financial planning, portfolio management, and retirement planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MI
03/29/2011 - Present
UBS Financial Services Inc. (MUSKEGON MI)
NY
02/15/1988 - 02/05/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/01/1979 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 01/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/28/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1986
Series 3 - National Commodity Futures Examination
BC
Issued 01/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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