Unclaimed
Quinto Fabio Ambrosetti is a financial advisor registered with Hbks Wealth Advisors, located in ERIE, Pennsylvania. Quinto has been a registered representative for over 15 years and has a diverse range of experience in the financial services industry. Quinto holds several industry licenses including Series 7, 6, 63, and 65 and is also a Certified Financial Planner. Quinto has a proven track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Quinto specializes in serving high-net-worth individuals and families, as well as corporations, businesses, and pension and profit-sharing plans. Quinto is committed to providing clients with personalized financial guidance and investment solutions tailored to their unique needs and goals.
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.
1
2
PA
12/09/2015 - Present
Hbks Wealth Advisors (ERIE PA)
PA
01/02/2009 - 01/05/2021
PURSHE KAPLAN STERLING INVESTMENTS (ERIE PA)
PA
07/26/2007 - 01/05/2009
SECURITIES AMERICA, INC. (ERIE PA)
PA
05/02/2007 - 07/25/2007
NATCITY INVESTMENTS, INC. (ERIE PA)
IA
Issued 09/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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