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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hillary? Claim Your ProfileHillary Cullen is a financial advisor at UBS Financial Services Inc. with over 24 years of experience in the financial services industry. Hillary specializes in providing investment advice and financial planning services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Hillary has a strong track record of success and is committed to providing her clients with the highest level of service. Hillary is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Prior to joining UBS, Hillary worked at INTERNATIONAL STRATEGY & INVESTMENT GROUP INC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
02/08/2007 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
09/27/2004 - 09/14/2005
INTERNATIONAL STRATEGY & INVESTMENT GROUP INC. (NEW YORK NY)
NJ
12/24/1998 - 09/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 01/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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