Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hilary? Claim Your ProfileHilary Donofrio-lawton is a financial advisor with LPL Financial LLC. Hilary is located in Guilford, CT. Hilary has been in the securities industry for over 20 years and has experience in various roles, including advisor and representative, at firms such as Westport Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC and Prudential Securities Incorporated. Hilary is a Series 7, Series 63 and Series 65 licensed financial advisor. Hilary is also registered as an investment advisor representative in Connecticut.
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.
Consulting and other non-discretionary advisory services
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.
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2
CT
06/01/2018 - Present
LPL Financial LLC (GUILFORD CT)
CT
12/11/2013 - 06/26/2018
WESTPORT CAPITAL MARKETS, LLC (Guilford CT)
CT
12/12/2008 - 11/01/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DARIEN CT)
CT
07/01/2003 - 12/15/2008
WACHOVIA SECURITIES, LLC (WESTPORT CT)
NY
01/06/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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