Unclaimed
Hugh Breslin is a financial advisor with over 50 years of experience in the industry. Hugh has been registered with Wells Fargo Clearing Services, LLC since November 2016, and has a proven track record of success in providing investment advice to individuals, families, and businesses. Prior to joining Wells Fargo Clearing Services, LLC, Hugh was a financial advisor with Prudential Securities Incorporated. Hugh has extensive experience in portfolio management, financial planning, and investment consulting. Hugh is committed to providing his clients with personalized and comprehensive financial advice 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.
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
NJ
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (SHORT HILLS NJ)
NY
04/13/1978 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
01/18/1978 - 05/21/1978
LOEB PARTNERS
NA
05/05/1977 - 01/18/1978
HORNBLOWER, WEEKS, NOYES & TRASK INCORPORATED
NA
02/12/1976 - 05/05/1977
HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED
NA
09/09/1974 - 03/17/1976
BEAR, STEARNS & CO.
NA
11/01/1972 - 02/11/1975
BLACK STEIN KIMBALL, INC.
IA
Issued 11/19/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/10/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1972
Series 1 - Registered Representative 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
Not sure Hugh Breslin is the right advisor for you? Invested Better is here to help.