Unclaimed
Fred Cregan Hill is a financial advisor with over 30 years of experience in the industry. Fred is currently registered with Harbor Investment Advisory, LLC. He is also a board member of the Baltimore County Retirement Board's Investment Committee. Previously, Fred was registered with Morgan Stanley and Citigroup Global Markets Inc. Fred is a Series 65, 63, 10, 9, 24, 8, 3, and 7 licensed professional. Fred has provided advisory services to a diverse clientele, including individuals, corporations, and charitable organizations, with a focus on providing financial planning and investment management advice. Fred has been a Registered Investment Advisor representative since July 2014.
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.
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.
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.
1
2
MD
07/09/2014 - Present
Harbor Investment Advisory, LLC (LUTHERVILLE MD)
MD
06/01/2009 - 07/14/2014
MORGAN STANLEY (LUTHERVILLE MD)
MD
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)
NY
03/25/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/24/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/05/2014
Series 24 - General Securities Principal Examination
BC
Issued 06/29/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1987
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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