Unclaimed
Denis Joseph Hill is a financial advisor with over 20 years of experience in the industry. Hill is currently registered with Orion Portfolio Solutions, LLC, and has previously worked with Global Atlantic Distributors, LLC, Vanguard Marketing Corporation, and Eaton Vance Distributors, Inc.. Hill holds Series 6, 7, 63, 65, 66 and SIE licenses. Hill specializes in providing financial advice and portfolio management to individuals, corporations, and institutions. Hill has a broad range of experience, including investment management, financial planning, and retirement planning.
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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio management for educational savings & able plans
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NE
06/27/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
PA
03/17/2015 - 04/24/2023
GLOBAL ATLANTIC DISTRIBUTORS, LLC (BERWYN PA)
PA
11/07/2013 - 03/20/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
MA
04/16/1997 - 07/07/2009
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 06/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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