Stephen Glen Hilbish

Current Employers

Employment History

• 11/2025 → Present
  Osaic
  Roanoke, VA
• 07/1998 → 10/2025
  Shenandoah Life Insurance Company/Prosperity Service Group
  Roanoke, VA

Other Businesses

1. VALLEY FINANCIAL SOLUTIONS POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 01/07/2026 ADDRESS: 2847 Penn Forest Boulevard, Suite 100, Roanoke VA 24018, United States DESCRIPTION: An Investment Adviser Representative ("IAR") of the Registered Investment Adviser is responsible for providing personalized investment advisory services to clients in accordance with applicable federal and state securities laws and the firm's fiduciary obligations. The IAR meets with clients to assess their financial circumstances, investment objectives, risk tolerance, and time horizons, and develops, implements, and monitors tailored investment strategies consistent with those factors. Responsibilities include making investment recommendations, managing discretionary and non-discretionary client accounts as applicable, providing ongoing portfolio reviews, and communicating regularly with clients regarding performance, strategy, and material changes. The IAR is also responsible for maintaining accurate client records, adhering to the firm's compliance policies and procedures, satisfying continuing education and licensing requirements, and acting at all times in the best interests of clients.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-29
• S63 Uniform Securities Agent State Law Examination
  2025-03-08

Other Names

• Steve Hilbish
• Stephen Hilbish