Unclaimed
Hillery Roelof Schanck is a financial advisor with Wells Fargo Clearing Services, LLC. Hillery has been in the financial services industry since 1989 and has a broad range of experience in investment management. Hillery is a registered representative in Virginia and Texas, and a registered investment advisor in Virginia and Texas. Hillery is also licensed to sell securities in Alabama, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
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.
Investment consulting services to institutional clients
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.
1
2
VA
06/21/2002 - Present
Wells Fargo Clearing Services, LLC (VIRGINIA BEACH VA)
NC
07/29/1997 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NJ
05/24/1990 - 12/15/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/25/1989 - 06/20/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 08/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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