Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Patrick Hillary is a financial advisor in Grand Rapids, MI, with over 29 years of experience in the industry. He is currently registered with Ameriprise Financial Services, LLC. Previously, Scott Patrick Hillary was registered with ComERICA SECURITIES, FIFTH THIRD SECURITIES, INC., OLD KENT FINANCIAL ADVISORS, GNA SECURITIES, INC., and OLDE DISCOUNT CORPORATION. Scott Patrick Hillary is licensed to provide investment advice in multiple states. He holds Series 7, Series 63, and Series 65 securities licenses. Scott Patrick Hillary specializes in providing financial planning, asset allocation services, portfolio management for businesses, and portfolio management for 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.
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.
Asset allocation services
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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MI
11/03/2023 - Present
Ameriprise Financial Services, LLC (Grand Rapids MI)
MI
03/23/2007 - 11/06/2023
COMERICA SECURITIES (GRAND RAPIDS MI)
MI
05/02/2001 - 04/03/2007
FIFTH THIRD SECURITIES, INC. (GRAND HAVEN MI)
MI
08/21/1996 - 05/02/2001
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
VA
02/07/1996 - 08/15/1996
GNA SECURITIES, INC. (GLEN ALLEN VA)
MI
08/24/1994 - 02/13/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 11/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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