Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hilary? Claim Your ProfileHilary Wynn is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Hilary has been in the industry since 2007 and is licensed in 40 states. Hilary is a Registered Representative and Investment Advisor Representative, and has a series 6, 7, 63, and 65 license. In addition to her current firm, Hilary has worked at Wells Fargo Clearing Services, LLC, CAPFINANCIAL SECURITIES, LLC, and WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
04/30/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TAMPA FL)
FL
01/10/2018 - 01/26/2024
WELLS FARGO CLEARING SERVICES, LLC (TAMPA FL)
FL
08/08/2017 - 12/18/2017
CAPFINANCIAL SECURITIES, LLC. (Tampa FL)
FL
06/05/2014 - 08/07/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TAMPA FL)
FL
09/20/2006 - 04/22/2014
WELLS FARGO ADVISORS, LLC (TAMPA FL)
IA
Issued 05/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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