Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Ann Batley is a financial advisor who has been in the industry since 2009. Jill currently works for Gateway Wealth Partners, LLC. Jill's prior experience includes working for AAL Capital Management Corporation, where she served as a registered representative for four years. Jill has a wide range of experience and qualifications, including the Series 6, 7, 24, 26, and 66 exams. Jill's specializations include financial planning, portfolio management for individuals, and selection of other advisors. Jill is a registered representative in all 50 states and the District of Columbia. Jill's clients include individuals, corporations, and charitable organizations.
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.
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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WI
10/06/2022 - Present
Gateway Wealth Partners, LLC (APPLETON WI)
MN
03/03/1992 - 04/11/1996
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
BOTH
Issued 09/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 09/02/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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