Unclaimed
Sterling Carmen Hirsch is a registered investment advisor representative with Infinity Financial Services Advisory. Sterling has been working in the financial services industry since 2007 and has experience working with individuals, corporations, and high-net-worth clients. Sterling is licensed to provide investment advice in California and North Carolina and holds the Series 6, 7, 63 and 66 licenses. Sterling provides financial planning, portfolio management, and selection of other advisers services to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
08/27/2020 - Present
Infinity Financial Services Advisory (OAKLAND CA)
CA
11/15/2013 - 11/07/2018
FIRST ALLIED SECURITIES, INC. (YUCAIPA CA)
CA
02/03/2010 - 11/18/2013
CENTER STREET SECURITIES, INC. (PALM SPRINGS CA)
CA
01/01/2005 - 02/06/2008
WORLD GROUP SECURITIES, INC. (ORANGE CA)
BOTH
Issued 05/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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