Unclaimed
Jeffrey Leigh Hill is a registered investment advisor representative with WMS Partners, LLC. Jeffrey is a Series 65 and Series 7 licensed professional. Jeffrey has been with WMS Partners, LLC since January 2014. Prior to that, Jeffrey worked with M Holdings Securities, Inc. in Timonium, MD. Jeffrey provides portfolio management services to pooled investment vehicles. Jeffrey's specializations include: Investment Advisory Services, Private Funds & Hedge Funds, Private Placements, and Real Estate.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MD
12/20/2013 - Present
WMS Partners, LLC (TOWSON MD)
MD
12/06/2007 - 08/06/2009
M HOLDINGS SECURITIES, INC. (TIMONIUM MD)
IA
Issued 12/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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