Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Hilfiker is an Investment Advisor Representative at Manning & Napier Advisors, LLC, with over 14 years of experience in the financial industry. Douglas has a broad range of experience, having previously worked at J.P. Morgan Securities LLC and Federated Securities Corp. Douglas holds Series 7, Series 9, Series 10, Series 24, and Series 66 licenses, demonstrating his commitment to professional development and expertise. He is registered in 29 states and is actively involved in the community through various organizations. Douglas is committed to helping clients achieve their financial goals through a personalized approach and a strong understanding of their needs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Mna may negotiate the fee for customized portfolios and services
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2
NY
06/09/2022 - Present
Manning & Napier Advisors, LLC (FAIRPORT NY)
NY
11/19/2009 - 06/09/2021
J.P. MORGAN SECURITIES LLC (Rochester NY)
NY
04/01/2009 - 12/09/2009
FEDERATED SECURITIES CORP. (ROCHESTER NY)
BOTH
Issued 07/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/04/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/31/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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