Bertha
Rozier
Infinex Investments, Inc
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About this Advisor
Bertha Rozier is a financial advisor based out of New York, New York with 1 year of industry experience. Rozier is on the advisory team at Infinex Investments, Inc. The advisor has gained experience at Hsbc Bank Usa N.A, Hsbc Bank Usa, Hsbc Securities (Usa) Inc, Popular Bank and Infinex Investments, Inc. Rozier has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in New York. Infinex Investments, Inc is a registered investment business that has its headquarters in Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 people on staff. It oversees $3 billion in total assets across its 8,831 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 78 charitable organizations. Infinex Investments, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management usually are based on which services are offered. However, fees charged by Infinex Investments, Inc can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinex Investments, Inc Brokerage Details
$2,814,653,668
764
8,831
$318,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Bertha Rozier Work History
Bertha has been registered as a financial advisor for 1 years.*
Popular Bank
Infinex Investments, Inc
Hsbc Bank Usa N.A
Hsbc Securities (Usa) Inc
Hsbc Securities (Usa) Inc
Hsbc Bank Usa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bertha Rozier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Infinex Investments, Inc
Kill Devil Hills, NC
Fletcher, NC
Grand Ledge, MI
Pittsburgh, PA
Naugatuck, CT
Brooklyn, NY
Ellsworth, ME
Falmouth, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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