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HC

Hiram N. Collazo-franceschini

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CRD#: 1767873
HC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Hiram Norberto Collazo-franceschini, who also goes by Hiram Norberto Collazo Jr, Hiram Norberto Collazo-francesccini Jr, Hiram Norberto Collazo-francesccini, was a registered financial professional .

Hiram is a previously registered financial professional and started their career in finance in 1997. Hiram had worked at 12 firms and has passed the Series 66, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Hiram Norberto Collazo Jr | Hiram Norberto Collazo-Francesccini Jr | Hiram Norberto Collazo-Francesccini

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 7, 2017 - June 12, 2020

INVESTACORP ADVISORY SERVICES INC

RIA
CRD#: 109011
Canovanas, PR
Past

July 28, 2017 - June 12, 2020

INVESTACORP, INC.

BD
CRD#: 7684
Canovanas, PR
Past

November 14, 2006 - December 23, 2015

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO

BD
CRD#: 13042
SAN JUAN, PR
Past

November 14, 2006 - December 23, 2015

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SAN JUAN, PR
Past

February 13, 2006 - October 31, 2006

R-G INVESTMENTS CORPORATION

BD
CRD#: 113293
SAN JUAN, PR
Past

January 17, 2006 - February 6, 2006

SANTANDER SECURITIES LLC

BD
CRD#: 41791
BOSTON, MA
Past

January 11, 2005 - January 19, 2006

R-G INVESTMENTS CORPORATION

BD
CRD#: 113293
SAN JUAN, PR
Past

July 14, 2004 - November 5, 2004

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
LOS ANGELES, CA
Past

December 4, 2003 - April 7, 2004

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

June 5, 2003 - November 21, 2003

VERAVEST INVESTMENT ADVISORS, INC.

RIA
CRD#: 105796
SAN JUAN, PR
Past

February 7, 2003 - October 31, 2003

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

June 14, 1999 - November 20, 2002

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

April 3, 1998 - May 6, 1999

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

February 5, 1997 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

February 5, 1997 - March 31, 1998

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/26/2007
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/13/2005
General Securities Principal Examination

Current Firm


IA
INVESTACORP ADVISORY SERVICES INC
INVESTACORP ADVISORY SERVICES INC

CRD#: 109011 / SEC#: 801-57738

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Contact information


Main Address
4400 Biscayne Blvd 11th Floor, Miami, FL 33137
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

INVESTACORP ADVISORY SERVICES, INC. WRAP FEE PROGRAM BROCHURE (6/26/2020)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INVESTACORP ADVISORY SERVICES INC

CRD#: 109011

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