Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Iris? Claim Your ProfileIris Jazmin Serrano is an investment advisor representative at Hbks Wealth Advisors in FT MYERS, FL. Iris is licensed to provide investment advice in Florida. Iris has been working in the financial industry since 2014 and has experience with individuals, corporations, and pension plans. Iris has a Series 65 license and has passed the Securities Industry Essentials Examination. Iris specializes in providing financial planning, pension consulting, and portfolio management services.
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.
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.
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.
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FL
07/16/2024 - Present
Hbks Wealth Advisors (FT MYERS FL)
IA
Issued 06/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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