Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Rushworth Hill is a financial advisor with over 30 years of experience in the financial services industry. Currently, Jeffrey is an Investment Advisor Representative with Osaic Wealth, Inc. Jeffrey's past experience includes positions with Financial West Group, Brookstreet Securities Corporation, United Securities Alliance, Inc., Multi-Financial Securities Corporation, Sunpoint Securities, Inc., Securities Service Network, Inc., Securities America, Inc., and Thomas James Associates, Inc.
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.
1
2
NY
10/11/2024 - Present
Osaic Wealth, Inc. (Queensbury NY)
NY
07/17/2007 - 07/31/2017
FINANCIAL WEST GROUP (QUEENSBURY NY)
NY
03/02/2007 - 07/18/2007
BROOKSTREET SECURITIES CORPORATION (QUEENSBURY NY)
NY
03/31/2006 - 02/27/2007
UNITED SECURITIES ALLIANCE, INC. (QUEENSBURY NY)
NY
11/11/1998 - 04/26/2006
MULTI-FINANCIAL SECURITIES CORPORATION (QUEENSBURY NY)
TX
01/31/1994 - 10/30/1998
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
TN
07/16/1993 - 01/13/1994
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NE
10/11/1990 - 07/29/1993
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
03/21/1989 - 09/12/1990
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
BOTH
Issued 03/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Hill is the right advisor for you? Invested Better is here to help.
