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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 Clark is a registered investment advisor with Coldstream Wealth Management. Hilary has been in the industry since 2012 and is licensed in California, New York, Oregon and Washington. Hilary is a Series 63, Series 65 and Series 7 licensed professional. Hilary specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
09/14/2012 - Present
Coldstream Wealth Management (BELLEVUE WA)
BC
Issued 07/05/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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