Unclaimed
Sean Christian Hillis is a registered investment advisor representative in Oregon and is currently employed by Key Investment Services LLC. Sean has been in the industry since November 2011 and has worked for Edward Jones, Bancwest Investment Services, Inc. and Bank of the West. Sean holds the Series 66, SIE and Series 7 licenses. He is registered with FINRA as well as the states of Arizona, California, Hawaii, Idaho, Indiana, Maryland, Oregon, and Washington. Sean specializes in investment management for both individuals and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
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
OR
09/27/2018 - Present
KEY Investment Services LLC (Hillsboro OR)
OR
11/01/2016 - 09/28/2018
BANCWEST INVESTMENT SERVICES, INC. (BEAVERTON OR)
OR
11/17/2011 - 10/17/2016
EDWARD JONES (PORTLAND OR)
BOTH
Issued 12/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sean Hillis is the right advisor for you? Invested Better is here to help.