Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hillary? Claim Your ProfileHillary McLean is a financial advisor at Fidelity Personal and Workplace Advisors, with over 18 years of experience in the industry. Hillary has a proven track record of success in providing financial planning and investment management services to individuals and families. Hillary is committed to helping clients achieve their financial goals, and she takes a personalized approach to ensure that each client's needs are met. Hillary is a Certified Financial Planner, and she has extensive experience working with clients in a variety of financial situations.
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.
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
NY
11/11/2018 - Present
Fidelity Personal AND Workplace Advisors (Scarsdale NY)
NY
10/23/2009 - 11/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/01/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
IL
03/19/2001 - 12/31/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 07/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Hillary McLean is the right advisor for you? Invested Better is here to help.
