Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shania? Claim Your ProfileShania Uhteg is a financial advisor registered with the state of New York. Shania has been in the industry since 2020 and is currently employed by HBKS Wealth Advisors. Shania is a Series 65 licensed investment advisor representative. Shania offers financial planning, pension consulting, portfolio management for individuals and businesses and the selection of other advisors.
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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NY
04/08/2024 - Present
Hbks Wealth Advisors (Fredonia NY)
IA
Issued 04/06/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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