FINANCIAL INDEPENDENCE
TO YOUR SUCCESS
COMMITTED
STRENGTH & STABILITY
COMPREHENSIVE PLANNING
FOR EVERY GENERATION
Financial planning is about life building—and building lifelong
relationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.
ABOUT USrelationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.
Email Address
Jeff.Margolis@hilltopsecurities.comPhone Number
(323) 370-1322About Me
Based in Dallas, TX, Hilltop Securities Inc. is a broker dealer and registered investment advisor with a nationwide network of financial professionals. Since 1946, we’ve helped advisors advance the financial opportunities of their clients. How? By providing them with the products, resources, and support they need to serve their clients’ best interests.
As Senior Vice President, Assistant Branch Manager of the Sherman Oaks, CA branch, I support a team of financial advisors who nurture long and trusted relationships with their clients. If you’re interested in working for a firm where your voice is heard, connect with me. In one conversation, you’ll understand how fair compensation, hands-on support, and an advisor-centered culture can help advance your practice.
ADVANCING YOUR
Financial Pursuits
Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.
- Discover your goals, roadblocks, and other considerations.
- Analyze your current financials to identify strengths, weakness, and opportunities.
- Advise you on a tailored plan that pinpoints your financial needs and goals.
- Implement your financial plan and investment strategy.
- Monitor your plan and portfolio and adjust as necessary.