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AJ Hiller  | Senior Financial Advisor

CUSO Financial Services, L.P

AJHiller@CitadelBanking.com
(800) 666-0191 Ext. 3341
Direct Line: (610) 466-6614
Fax: (610) 466-6432
Assistant: Jenna Fraser

 

 

“My main focus as an Advisor is to help my clients uncover, prioritize and make the proper investment choices to help them achieve their financial goals.

There are risks associated with every investment decision and my job is to help my clients understand those risks to allow them to feel confident in investment decisions we make together. For over 10 years, I have been helping my clients accumulate, preserve, and distribute wealth efficiently and responsibly. I understand that with each and every financial decision I help my clients make comes a level of confidence, and I work very hard to maintain and build that relationship with every interaction.”

AJ began his career with Citadel in July of 2002. During his tenure, AJ has developed a strong working knowledge of the banking and investment solutions Citadel has to offer. This experience allows AJ to create a personalized financial plan and maintain the highest level of Citadel Class Service.



Coverage includes the Downingtown and Pottstown offices
Securities Licensed in the following states: DE, DC, FL, NJ and PA.

Series 7 General Securities Representative
Series 63 Uniform State Law
Series 66 Uniform Combined State Law
Life/Accident and Health Licensed in PA, NJ and FL

 
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 *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.

For specific tax advice please consult a qualified tax professional.
 


Check the background of this financial professional on FINRA's BrokerCheck.