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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 Bouthillier is a financial advisor with Osaic Institutions, Inc., located in Scottsdale, AZ. Hillary has been in the financial services industry since 2011. Hillary has a strong background in securities, having passed the Series 63, Series 7, Series 9, and Series 10 exams. Hillary is licensed to provide investment advice in Arizona. Hillary offers financial planning, educational seminars, and selection of other advisers. Hillary is also a registered representative with Ameriprise Financial Services, LLC. Hillary has previously been affiliated with Charles Schwab & Co., Inc. and Finemark Bank.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
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AZ
07/24/2024 - Present
Osaic Institutions, Inc. (Scottsdale AZ)
AZ
04/03/2014 - 06/28/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Phoenix AZ)
AZ
09/28/2011 - 03/28/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 06/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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