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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Ernest Hintz is a financial advisor with Cambridge Investment Research Advisors, Inc. located in South Windsor, CT. Steven Hintz has been in the financial industry since October 1999 and has extensive experience in providing investment advice. Steven Hintz is registered to provide investment advice in Connecticut and Texas. Steven Hintz is also a Certified Public Accountant (CPA) with a tax preparation business based in South Windsor, CT. Steven Hintz is a member of the South Windsor Land Conservation Trust.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CT
01/03/2018 - Present
Cambridge Investment Research Advisors, Inc. (South Windsor CT)
NY
12/02/2003 - 11/05/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
10/27/1999 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IA
Issued 12/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/20/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2007
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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