RH
RH

Rebecca Hilinski

11 Years of Experience
Glastonbury, CT
Broker

Rebecca Hilinski is a registered investment advisor at Usi Securities, INC., based in Glastonbury, CT, with 11 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 139 clients.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
139 clients
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

USI Securities does not directly manage investments for individuals. They provide recommendations to institutional clients who then select an outside advisor to manage their retirement plans. USI Securities does not formulate or directly provide investment advice on individual securities.

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Location

95 Glastonbury Blvd., Suite 102, Glastonbury, CT, 06033

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Usi Securities, INC.
January 2024 - Present · 2 yrs 6 mos
Usi Securities, INC.
January 2021 - Present · 5 yrs 6 mos
Usi Securities, INC.Broker
January 2021 - Present · 5 yrs 6 mos
Previous Registrations
Usi Securities, INC.
November 2020 - December 2023 · 3 yrs 1 mo
Suntrust Investment Services, INC.
October 2006 - June 2009 · 2 yrs 8 mos
Suntrust Investment Services, INC.Broker
October 2006 - June 2009 · 2 yrs 8 mos
VALIC Financial Advisors, INC.
November 2003 - April 2005 · 1 yr 5 mos
VALIC Financial Advisors, INC.Broker
January 2002 - April 2005 · 3 yrs 3 mos
State Registrations2 states
AZTN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Rebecca Hilinski - Financial Advisor | TrueAdvisor