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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hilary? Claim Your ProfileHilary Gerald Platt is a financial advisor with over 30 years of experience in the industry. Hilary is currently registered with SFG Wealth Management in Towson, MD and has also held previous positions with other firms like Lincoln Financial Advisors Corporation and United Planners' Financial Services of America A Limited Partner. Hilary has passed numerous securities exams including the Series 6, 7, 22, 24 and 63 exams. Hilary is currently registered with the states of Delaware, Florida, Maryland and Pennsylvania. Hilary focuses on providing investment advisory services for individuals, businesses and charitable organizations. Hilary provides investment advisory services for individuals, businesses and charitable organizations. Hilary's firm specializes in financial planning, pension consulting and selection of other advisors.
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
MD
08/15/2023 - Present
SFG Wealth Management (TOWSON MD)
MD
02/21/2003 - 12/20/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (REISTERSTOWN MD)
MD
02/21/2003 - 04/21/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (LUTHERVILLE MD)
AZ
09/26/1996 - 03/04/2003
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
MO
07/16/1993 - 09/26/1996
FFP SECURITIES, INC. (CHESTERFIELD MO)
IN
03/18/1991 - 07/21/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/18/1991 - 07/21/1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
11/19/1989 - 03/25/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
12/01/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/01/1985 - 11/29/1986
PML SECURITIES COMPANY
BC
Issued 10/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/31/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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