Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Robert Hillsberg is a financial advisor with over 15 years of experience in the financial services industry. Brian has worked with Citizens Securities, Inc. since April 2023, and has previously held positions at Andrew Garrett, Inc., Hartford Funds Distributors, LLC, Allstate Financial Services, LLC, PNC Investments, and Hornor, Townsend & Kent, Inc. Brian currently holds Series 6, 7, 63, and 66 licenses and has completed the Securities Industry Essentials (SIE) Examination. Brian is registered to offer investment advisory services in California, New Jersey, Pennsylvania, Texas, and Virginia. Brian specializes in providing financial planning, portfolio management, and selection of other advisors services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
PA
07/09/2024 - Present
Citizens Securities, Inc. (PHILADELPHIA PA)
PA
05/02/2018 - 12/16/2021
ANDREW GARRETT INC. (Southhampton PA)
PA
06/19/2013 - 05/08/2018
HARTFORD FUNDS DISTRIBUTORS, LLC (Wayne PA)
PA
05/01/2012 - 06/10/2013
ALLSTATE FINANCIAL SERVICES, LLC (PHILADELPHIA PA)
PA
11/20/2008 - 04/04/2012
PNC INVESTMENTS (PHILADELPHIA PA)
PA
11/27/2007 - 09/17/2008
HORNOR, TOWNSEND & KENT, INC. (CONSHOHOCKEN PA)
BOTH
Issued 07/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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