Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hans? Claim Your ProfileHans A. Stelzer is an investment advisor representative for Merrill Lynch, Pierce, Fenner & Smith Inc. based in New York, NY. Hans has been in the industry since 2009 and has experience with previous firms including Equity Services, Inc., Woodbury Financial Services, Inc. and Thrivent Investment Management Inc. Hans holds Series 65, 66 and 7 securities licenses and has a state exam in Connecticut and New Jersey. Hans is licensed to provide investment advisory services in 53 states and the District of Columbia. Hans primarily serves high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
08/05/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
03/09/2010 - 04/27/2011
EQUITY SERVICES, INC. (HAUPPAUGE NY)
NY
07/01/2009 - 12/31/2009
WOODBURY FINANCIAL SERVICES, INC. (CENTEREACH NY)
NY
08/07/2008 - 05/08/2009
THRIVENT INVESTMENT MANAGEMENT INC. (SELDEN NY)
IA
Issued 06/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Hans Stelzer is the right advisor for you? Invested Better is here to help.
