Unclaimed
Hilaria Berenice Tellez is a financial advisor at Fidelity Brokerage Services LLC. Hilaria has been in the industry since May 26, 2019, and has experience with USAA Financial Advisors, Inc. Hilaria holds Series 7, 63, 66, 9 and 10 licenses and is registered in Massachusetts, North Carolina, Texas, and Utah.
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.
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.
1
2
NC
07/15/2022 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
TX
05/29/2015 - 07/16/2018
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
BOTH
Issued 08/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/21/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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