Hazel Secco

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About Hazel Secco

Hazel Secco possesses a strong background as a seasoned LPL financial advisor, showcasing extensive knowledge and a wealth of experience in the financial industry. She is a Certified Financial Planner^™, a designation that requires a rigorous course of study and ongoing professional education, and demonstrates her commitment to the highest standards of integrity, professionalism, and client service. Hazel founded Align Financial Solutions, LLC to concentrate on what she cares about most, her clients. Every client has a unique situation and background. Hazel wants to understand each client's goals and values to be completely aligned with their financial plan. As an independent advisor with LPL, Hazel provides collaborative and personalized advice as a fiduciary and solely focuses on her advisory client's needs. She strives to be a life-long partner and ally to protect what matters for her clients and their families. Hazel strongly believes in a holistic approach to financial planning, considering all aspects of her client's financial lives. She wants her clients to feel empowered and in control of their financial future. Outside of her work, Hazel lives in Hoboken and enjoys spending time with her family, traveling, and exploring the culinary world.

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General Information

CRD#

6233372

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial

Work with the following types of clients

Businesses, Individual Investors

Foreign Languages Serviced

English, Korean

Advisory Services Provided

Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Retirement Planning, Wealth Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CDFA^®

Securities Licenses

Series 65, Series 6, Series 7, Series 63

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity, Long Term Care, Disability, Variable Life

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100000

Compensation Methods

Commissions, Flat Fee, Hourly, Based on Assets

Education

Bachelor of Arts -

University at Buffalo
08/23/2010 -02/15/2013

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

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Paladin Research Report For:

Align Financial Solutions LLC