Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Hilario is a financial advisor with LPL Financial LLC and is based in McAllen, Texas. Carlos has been working in the financial industry since 2014. Carlos is registered as a Registered Representative in Texas, as well as an Investment Advisor Representative in Texas. Carlos has passed the Series 7, Series 6, Series 63 and Series 65 examinations and holds the SIE designation.
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.
Consulting and other non-discretionary advisory services
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.
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TX
04/21/2022 - Present
LPL Financial LLC (MCALLEN TX)
TX
04/09/2014 - 12/23/2021
WELLS FARGO CLEARING SERVICES, LLC (MCALLEN TX)
IA
Issued 05/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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