Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Andrea Sherman is a financial advisor with over 27 years of experience in the financial services industry. Jill is currently registered with The Ameriflex Group and has held previous positions at SagePoint Financial, Inc., Equitable Advisors, LLC, RBC Dain Rauscher Inc., Tucker Anthony Incorporated, and Gibraltar Securities Co. Jill has a broad range of experience working with high net worth individuals, corporations, and other businesses. She has a strong understanding of financial planning, investment management, and insurance products and services. Jill's goal is to help clients achieve their financial goals by providing personalized financial advice and guidance.
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.
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2
FL
02/03/2025 - Present
THE Ameriflex Group (Lakewood Ranch FL)
NJ
09/08/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (RED BANK NJ)
NJ
02/14/2003 - 09/09/2022
EQUITABLE ADVISORS, LLC (HOWELL NJ)
NY
03/09/2002 - 09/03/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
09/11/1999 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
01/31/1995 - 09/01/1999
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
IA
Issued 04/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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