Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill A. Branthoover is a Vice President at Sequoia Financial Group, LLC. Jill has over 20 years of experience in the financial services industry. Jill is a Certified Financial Planner (CFP®) and holds Series 7 and 66 licenses. Jill provides a variety of financial planning services to individuals, families, businesses, and charitable organizations. Jill's previous experience includes working with UBS Financial Services Inc. and RSM US Wealth Management LLC. Jill is a member of the National Association of Personal Financial Advisors (NAPFA).
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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
06/01/2018 - Present
Sequoia Financial Group, LLC (BEACHWOOD OH)
OH
04/18/2007 - 11/29/2016
UBS FINANCIAL SERVICES INC. (CLEVELAND OH)
NJ
02/09/2007 - 03/22/2007
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
OH
01/28/2005 - 02/09/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
07/30/2003 - 01/21/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
08/14/1998 - 07/02/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/08/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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