Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hila? Claim Your ProfileHila Passyousofi is a financial advisor with over 8 years of experience in the financial services industry. Hila has a strong background in providing financial advice to a variety of clients, including individuals, families, and businesses. Currently, Hila is registered with LPL Financial LLC. Prior to this, Hila was registered with WELLS FARGO CLEARING SERVICES, LLC. Hila has a Series 7 and Series 63 license, as well as the SIE and Series 99TO exams. Hila is committed to providing her clients with personalized financial advice and guidance. Hila is dedicated to helping her clients achieve their financial goals.
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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CA
10/30/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
05/11/2016 - 07/19/2024
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
BC
Issued 05/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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