Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hilary? Claim Your ProfileHilary Daniel is an investment advisor representative with Modera Wealth Management, LLC. Hilary has been working in the financial services industry since 2005. Hilary has experience working with high-net-worth individuals, corporations, and charitable organizations. Hilary is a Certified Financial Planner. Hilary is registered with the state of North Carolina as an Investment Advisor Representative. Hilary is also registered with the state of North Carolina as a Registered Representative. Hilary holds the Series 7, 63, and 65 licenses.
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.
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2
NC
04/26/2023 - Present
Modera Wealth Management, LLC (CHARLOTTE NC)
NC
04/04/2013 - 12/16/2020
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
08/15/2006 - 04/08/2011
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NY
08/29/2005 - 05/24/2006
MORGAN STANLEY DW INC. (WHITE PLAINS NY)
BOTH
Issued 11/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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