Unclaimed
Hilary Frisch is a financial professional with over 25 years of experience in the financial services industry. Hilary is currently registered with Franklin Distributors, LLC. Prior to joining Franklin Distributors, LLC, Hilary was employed at Prudential Investment Management Services LLC, Neuberger Berman Management Inc., Neuberger Berman, LLC, Donaldson, Lufkin & Jenrette Securities Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Hilary holds FINRA Series 7 and 63 licenses, as well as the SIE exam. Hilary's primary focus is on providing financial services to clients in New York.
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
NY
07/18/2013 - Present
Franklin Distributors, LLC (NEW YORK NY)
NY
07/12/2010 - 05/06/2013
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEW YORK NY)
NY
06/23/2005 - 08/04/2008
NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)
NY
12/04/2000 - 06/23/2005
NEUBERGER BERMAN, LLC (NEW YORK NY)
NJ
03/28/1997 - 03/20/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
08/18/1993 - 03/07/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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