Unclaimed
Aaron Hillyer is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Chelmsford, MA. Aaron has been in the financial services industry since 2019. He has a Series 7, Series 66, and SIE license. Aaron is registered with the states of Massachusetts and New Hampshire. He has been working at Raymond James Financial Services Advisors, Inc. since 2022. Prior to that, Aaron worked at Fidelity Investments and Equitable Advisors, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
04/22/2022 - Present
Raymond James Financial Services Advisors, Inc. (Chelmsford MA)
NH
06/07/2021 - 02/23/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MA
11/08/2019 - 01/26/2021
EQUITABLE ADVISORS, LLC (WELLESLEY MA)
BOTH
Issued 12/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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