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 Haueter is a financial advisor who has been working in the industry since 2007. Jill is currently registered with Cambridge Investment Research Advisors, Inc. and is based out of Chagrin Falls, Ohio. Jill has a broad range of experience working with various clients including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Previously, Jill worked at CANTELLA & CO., INC. and RAYMOND JAMES FINANCIAL SERVICES, INC. Jill also has experience in various financial fields such as insurance agent, insurance broker, and investment advisor representative. In addition to her work with Cambridge Investment Research Advisors, Inc., Jill is also the owner of Bridlepath Financial.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
12/08/2022 - Present
Cambridge Investment Research Advisors, Inc. (Chagrin Falls OH)
OH
11/29/2013 - 12/09/2022
CANTELLA & CO., INC. (Chagrin Falls OH)
OH
01/10/2012 - 12/03/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (WILLOUGHBY OH)
OH
06/17/2010 - 12/31/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (MEDINA OH)
OH
04/12/2007 - 06/02/2010
EDWARD JONES (CHARDON OH)
BOTH
Issued 04/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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