Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ekaterini? Claim Your ProfileEkaterini Roberts is an Investment Advisor Representative associated with GYL Financial Synergies, LLC. Ekaterini has been in the industry for 17 years. Ekaterini Roberts holds the Series 6 and Series 63 licenses. Ekaterini Roberts has professional experience with Hooker & Holcombe Retirement Services, Inc., Mid Atlantic Capital Corporation, Hooker & Holcombe Investment Advisors, Inc., and GYL Financial Synergies, LLC. Ekaterini Roberts has expertise in working with High Net Worth Individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and state or municipal government entities.
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.
Credit and cash management solutions and insurance solutions
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
CT
01/10/2018 - Present
GYL Financial Synergies, LLC (WEST HARTFORD CT)
CT
07/01/2011 - 10/12/2017
MID ATLANTIC CAPITAL CORPORATION (WEST HARTFORD CT)
CT
11/03/2005 - 06/08/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BC
Issued 02/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Ekaterini Roberts is the right advisor for you? Invested Better is here to help.
