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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hilda? Claim Your ProfileHilda A. Streitz is a financial advisor who has been working in the industry since 2000. She is currently registered with Morgan Stanley and holds Series 63, 65, 7 and SIE licenses. Hilda has been active in the industry for over 20 years and has experience at several well-known firms including UBS Financial Services Inc. and Oppenheimer & Co. Inc. Hilda is a dedicated professional committed to providing her clients with personalized investment advice and financial planning solutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
06/27/2023 - Present
Morgan Stanley (Westport CT)
CT
05/29/2018 - 04/28/2023
UBS FINANCIAL SERVICES INC. (GREENWICH CT)
CT
06/22/2015 - 05/18/2018
OPPENHEIMER & CO. INC. (STAMFORD CT)
CT
07/13/2000 - 06/17/2015
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
NY
03/09/2000 - 07/05/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 02/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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