Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Wayne Hillard is a financial advisor with Avantax Advisory Services, registered with the state of Washington. He has been in the financial industry since 2001 and has a diverse set of credentials. Stephen holds both Series 63 and 65 licenses, along with Series 7 and SIE licenses. He also has experience in accounting and tax preparation, serving as the owner of Tax Professionals Etc. in Auburn, WA. Stephen Hillard is dedicated to providing comprehensive financial planning and investment management services to individuals and businesses. He is committed to building long-term relationships with his clients, and his experience and qualifications make him a valuable resource for those seeking financial advice.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
WA
02/14/2005 - Present
Avantax Advisory Services (Maple Valley WA)
IA
Issued 01/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Hillard is the right advisor for you? Invested Better is here to help.
