Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hilary? Claim Your ProfileHilary Suzanne Jones rojo is a financial advisor with over 20 years of experience in the industry. Hilary has a wide range of experience, having worked with a variety of firms including Securities America, Inc., Wells Fargo Advisors, LLC, Chase Investment Services Corp., and Investors Capital Corp. Hilary is currently registered with Verus Capital Partners, LLC as a Registered Investment Advisor. Hilary specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Hilary is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
AZ
01/01/2015 - Present
Verus Capital Partners, LLC (SHOW LOW AZ)
AZ
10/31/2013 - 10/29/2020
SECURITIES AMERICA, INC. (SHOW LOW AZ)
AZ
12/12/2011 - 11/04/2013
WELLS FARGO ADVISORS, LLC (GLOBE AZ)
AZ
10/21/2008 - 12/13/2011
CHASE INVESTMENT SERVICES CORP. (SHOW LOW AZ)
AZ
04/15/2005 - 10/13/2008
INVESTORS CAPITAL CORP. (LAKESIDE AZ)
CA
01/15/2004 - 05/03/2005
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MN
06/04/2002 - 01/09/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/04/2002 - 01/09/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Hilary Jones rojo is the right advisor for you? Invested Better is here to help.
