Unclaimed
Marcel Andreen Hillary-smith is an investment advisor representative with Santander Securities LLC. Marcel Hillary-smith has been in the securities industry since October 21, 2009. Marcel Hillary-smith is registered with the state of New Jersey and is also registered with FINRA. Marcel Hillary-smith has experience working with individuals, corporations, charitable organizations and trusts. Marcel Hillary-smith offers financial planning and selection of other advisors, as well as portfolio management services for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
01/06/2022 - Present
Santander Securities LLC (Conshohocken PA)
NY
02/13/2009 - 06/01/2012
HSBC SECURITIES (USA) INC. (NEW YORK NY)
IA
Issued 12/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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