linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Hillary Joy Wertlieb

American Portfolios Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Hillary? Claim Your Profile

About Hillary Joy Wertlieb

Hillary Wertlieb is a financial advisor at American Portfolios Financial Services, Inc. Hillary has been working in the financial services industry since 1992. Hillary has worked for a number of firms including CETERA ADVISORS LLC, INVESTORS CAPITAL CORP., ROYAL ALLIANCE ASSOCIATES, INC., RYAN BECK & CO., GRUNTAL & CO., L.L.C., JOSEPHTHAL & CO., INC., ROBERT TODD FINANCIAL CORP., and J. GREGORY & COMPANY, INC. Hillary has experience in the financial services industry and is registered in 22 states.

Firm Information

Hillary Wertlieb is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Hillary Wertlieb’s Registration & Firm History

NY

06/01/2018 - Present

American Portfolios Financial Services, Inc. (Lynbrook NY)

NY

10/03/2016 - 06/07/2018

CETERA ADVISORS LLC (LYNBROOK NY)

NY

08/05/2005 - 10/03/2016

INVESTORS CAPITAL CORP. (LYNBROOK NY)

AZ

06/25/2004 - 08/08/2005

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NJ

04/29/2002 - 06/29/2004

RYAN BECK & CO. (FLORHAM PARK NJ)

NY

02/16/2001 - 05/13/2002

GRUNTAL & CO., L.L.C. (NEW YORK NY)

NY

12/09/1992 - 03/07/2001

JOSEPHTHAL & CO., INC. (NEW YORK NY)

NY

11/20/1992 - 12/12/1992

ROBERT TODD FINANCIAL CORP. (NEW YORK NY)

NA

09/17/1992 - 10/23/1992

J. GREGORY & COMPANY, INC.

Not sure if Hillary Joy Wertlieb is right for you?

Licenses & Designations

BC

Issued 10/02/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Hillary Joy Wertlieb. Review regulatory record here.
Not sure if Hillary Joy Wertlieb is right for you?