Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Regan? Claim Your ProfileRegan Veronica Schumacher is a financial advisor at HBKS Wealth Advisors. Regan has been in the financial services industry for over 20 years and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Regan holds a Series 63, Series 66, Series 7, Series 3, Series 9, and Series 10 license and is registered with the state of Pennsylvania. Regan is also a CERTIFIED FINANCIAL PLANNER™ professional.
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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PA
09/06/2024 - Present
Hbks Wealth Advisors (Conshohocken PA)
PA
03/20/2023 - 09/04/2024
JANNEY MONTGOMERY SCOTT LLC (YARDLEY PA)
PA
10/14/2021 - 03/14/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
PA
01/07/2016 - 09/22/2021
WELLS FARGO CLEARING SERVICES, LLC (RADNOR PA)
PA
04/08/2015 - 02/02/2016
CREDIT SUISSE SECURITIES (USA) LLC (WEST CONSHOHOCKEN PA)
PA
06/01/2009 - 12/02/2014
MORGAN STANLEY (BRYN MAWR PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WAYNE PA)
PA
08/24/2006 - 04/02/2007
MORGAN STANLEY DW INC. (WAYNE PA)
PA
12/20/2000 - 08/09/2006
LEHMAN BROTHERS INC. (PHILADELPHIA PA)
BOTH
Issued 05/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/22/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2002
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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