Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hilary? Claim Your ProfileHilary Elizabeth O'Malley is a financial advisor with over 29 years of experience in the industry. Hilary has held positions with a number of firms including Ameriprise Financial Services, LLC, Prospera Financial Services, Inc., Wells Fargo Advisors, LLC, Janney Montgomery Scott LLC, UBS Financial Services Inc. and Prudential Securities Incorporated. Hilary currently works as an investment advisor representative with Osaic Wealth, Inc.
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.
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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MA
08/08/2023 - Present
Osaic Wealth, Inc. (HOLYOKE MA)
MA
08/24/2018 - 06/15/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Plymouth MA)
MA
10/25/2012 - 08/28/2018
PROSPERA FINANCIAL SERVICES, INC. (PLYMOUTH MA)
MA
10/01/2010 - 10/12/2012
WELLS FARGO ADVISORS, LLC (HYANNIS MA)
MA
12/22/2009 - 10/25/2010
JANNEY MONTGOMERY SCOTT LLC (OSTERVILLE MA)
MA
11/17/2006 - 03/16/2009
JANNEY MONTGOMERY SCOTT LLC (BOSTON MA)
MA
08/23/2002 - 12/15/2006
UBS FINANCIAL SERVICES INC. (ANDOVER MA)
NY
09/20/1999 - 08/28/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/03/1995 - 09/10/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
08/16/1993 - 11/08/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
03/25/1993 - 08/24/1993
H.C. WAINWRIGHT & CO., INC. (NEW YORK NY)
IA
Issued 03/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 02/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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