Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hattie? Claim Your ProfileHattie Mae Wright is an Investment Advisor Representative at Ingalls & Snyder, LLC, with over 7 years of experience in the industry. Hattie holds a Series 65 license and is also a Certified Financial Planner. Hattie is registered in 8 states, including Maryland, Massachusetts, North Carolina, Ohio, Oklahoma, Pennsylvania, Texas, and West Virginia. Hattie specializes in working with individuals, high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles.
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.
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.
Please see "miscellaneous" on 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
01/27/2023 - Present
Ingalls & Snyder, LLC (NEW YORK NY)
IA
Issued 10/03/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Hattie Wright is the right advisor for you? Invested Better is here to help.
