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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hyacinthia? Claim Your ProfileHyacinthia Roberts is a registered investment advisor representative with Avantax Advisory Services. Hyacinthia Roberts has been in the industry since January 1998 and holds a Series 6, Series 63, and SIE license. Hyacinthia Roberts is registered with the state of New York. Hyacinthia Roberts specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Hyacinthia Roberts also provides educational seminars and selection of other advisors to clients.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
08/21/2021 - Present
Avantax Advisory Services (Staten Island NY)
BC
Issued 12/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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