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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hugh? Claim Your ProfileHugh Patrick Maginnis is an investment advisor representative with U.s. Capital Wealth Advisors, LLC. Hugh Patrick Maginnis has been working in the financial industry for over 20 years. Hugh Patrick Maginnis is registered with the state of Massachusetts as an Investment Advisor Representative. Previously, Hugh Patrick Maginnis was affiliated with Triad Advisors LLC, Pershe Kaplan Sterling Investments, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., New England Securities, Linsco/Private Ledger Corp., and Fidelity Investments Institutional Services Company, Inc. Hugh Patrick Maginnis holds Series 6, 7, 31, 63, 65, 99TO and SIE licenses. Hugh Patrick Maginnis's specialties include providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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MA
08/30/2022 - Present
U.s. Capital Wealth Advisors, LLC (ANDOVER MA)
MA
05/29/2018 - 10/06/2022
TRIAD ADVISORS LLC (Andover MA)
MA
09/30/2011 - 05/31/2018
PURSHE KAPLAN STERLING INVESTMENTS (BURLINGTON MA)
MA
06/01/2009 - 10/17/2011
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
08/28/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MA
04/28/2003 - 08/31/2007
NEW ENGLAND SECURITIES (WAKEFIELD MA)
SC
05/04/1999 - 04/15/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
RI
01/07/1998 - 04/27/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 10/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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