Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Dailey is a financial advisor working with Merrill Lynch, Pierce, Fenner & Smith Inc. Jill has been in the financial services industry since 2009. Prior to joining Merrill Lynch, Jill worked for Royal Alliance Associates, Inc., OneAmerica Securities, Inc., Edward Jones, and MetLife Securities Inc. Jill is registered to provide investment advice in 53 states and is licensed to provide securities advice in 53 states and Texas. Jill has a background in education having worked at Indiana Wesleyan University.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
10/15/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (INDIANAPOLIS IN)
IN
03/12/2019 - 10/01/2021
ROYAL ALLIANCE ASSOCIATES, INC. (CARMEL IN)
IN
12/11/2017 - 03/13/2019
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
04/22/2016 - 12/04/2017
EDWARD JONES (GREENFIELD IN)
IN
05/15/2014 - 04/25/2016
METLIFE SECURITIES INC. (INDIANAPOLIS IN)
IN
08/04/2014 - 01/02/2015
NEW ENGLAND SECURITIES (INDIANAPOLIS IN)
IN
11/04/2013 - 01/27/2014
PNC INVESTMENTS (INDIANAPOLIS IN)
IN
10/08/2012 - 10/09/2013
WADDELL & REED, INC. (INDIANAPOLIS IN)
IN
05/15/2008 - 11/01/2011
EDWARD JONES (INDIANAPOLIS IN)
BOTH
Issued 05/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/27/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/16/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/17/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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