Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cy? Claim Your ProfileCy Hess is an investment advisor representative with Cetera Investment Advisers LLC and THE Patriot Financial Group, LLC. Cy is a registered representative in Connecticut and Texas. Cy has been in the financial services industry since February 13, 2004. Cy holds the Series 7 and Series 66 licenses and the SIE designation. Cy is a Chartered Financial Analyst. Cy is based in West Hartford, CT.
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.
A percentage of the total value of assets under management is charged.
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2
CT
02/24/2023 - Present
Cetera Investment Advisers LLC (WEST HARTFORD CT)
CT
10/22/2018 - 12/15/2022
SECURITIES AMERICA, INC. (WEST HARTFORD CT)
CT
05/21/2013 - 10/24/2018
MML INVESTORS SERVICES, LLC (WEST HARTFORD CT)
CT
10/07/2010 - 05/17/2013
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
CT
04/13/2007 - 09/15/2010
HARTFORD EQUITY SALES COMPANY INC. (SIMSBURY CT)
NJ
02/11/2003 - 05/04/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 05/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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