Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Corinne Hilley has been in the financial services industry since March 25, 1996. Terri is a CERTIFIED FINANCIAL PLANNER™ professional and is currently registered with Fidelity Personal And Workplace Advisors. Terri has previously been registered with USAA Financial Advisors, INC., New England Securities, PNC Investments, PNC Brokerage CORP, and Chevy Chase Securities, INC. Terri holds several professional licenses including Series 6, 7, 24, 63, 65, and 66 licenses. Terri specializes in retirement planning, college savings, estate planning, and insurance planning.
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.
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
PA
10/01/2019 - Present
Fidelity Personal AND Workplace Advisors (FORT WASHINGTON PA)
PA
02/16/2011 - 08/03/2016
USAA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)
PA
07/23/2010 - 01/20/2011
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
PA
01/01/2004 - 02/16/2005
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
12/01/1995 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
MD
11/21/1988 - 02/09/1994
CHEVY CHASE SECURITIES, INC. (BETHESDA MD)
BOTH
Issued 06/18/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Terri Hilley is the right advisor for you? Invested Better is here to help.
