Unclaimed
Raziel Nochemia Hecht is a financial advisor at Wealthspire Advisors. Raziel has been in the industry since 2014 and holds Series 7, 66 and SIE licenses. Raziel is also a Certified Financial Planner™. Previously, Raziel worked at WEALTHSPIRE CAPITAL, LLC and NEXT FINANCIAL GROUP, INC. The Wealthspire Advisors team provides financial planning, investment management, and pension consulting services to individuals, families, businesses, and charitable organizations.
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.
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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2
WI
01/04/2021 - Present
Wealthspire Advisors (Delafield WI)
WI
10/26/2015 - 06/26/2020
WEALTHSPIRE CAPITAL, LLC (Delafield WI)
WI
08/04/2014 - 05/05/2015
NEXT FINANCIAL GROUP, INC. (DELAFIELD WI)
BOTH
Issued 11/24/2014
Series 66 - Uniform Combined 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 08/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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