Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Leland is a financial advisor with Principal Securities, Inc. Jill has been in the financial services industry since 2005 and is registered in 7 states. Jill holds the Series 6, 7, 24, 63 and 65 licenses and is a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). Jill works with a range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Jill provides financial planning, investment management, and other financial services to her clients.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
TX
06/17/2020 - Present
Principal Securities, Inc. (CORPUS CHRISTI TX)
TX
03/08/2017 - 06/03/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (CORPUS CHRISTI TX)
TX
11/19/2015 - 12/06/2016
W&S BROKERAGE SERVICES, INC. (Corpus Christi TX)
TX
04/10/2014 - 10/31/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SAN ANTONIO TX)
TX
09/10/2007 - 03/27/2014
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
02/08/2005 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 06/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jill Leland is the right advisor for you? Invested Better is here to help.
