Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Hilwig is a financial advisor with over 25 years of experience in the financial services industry. Jeffrey is currently registered with Wells Fargo Clearing Services, LLC and has offices in Germantown, Gaithersburg, and Columbia, Maryland. Jeffrey has held previous positions at Quick & Reilly, Inc., First Union Securities, Inc., First Union Brokerage Services, Inc., Liberty Securities Corporation, and First Maryland Brokerage Corporation. Jeffrey holds Series 6, 7, 63, and 65 securities licenses and the SIE exam. Jeffrey's areas of specialization include retirement planning, college savings, estate planning, and insurance. Jeffrey provides financial planning services to individuals, families, 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.
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
MD
02/02/2004 - Present
Wells Fargo Clearing Services, LLC (GERMANTOWN MD)
NY
12/19/2001 - 10/31/2003
QUICK & REILLY, INC. (NEW YORK NY)
MO
10/01/2000 - 12/13/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/01/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
10/21/1996 - 05/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MD
11/22/1995 - 09/27/1996
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1995
Series 6 - Investment Company Products/Variable Contracts 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
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