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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Israel is an investment advisor representative at Commonwealth Financial Network, with over 13 years of experience in the industry. Jill is registered with the state of Ohio and holds Series 6, 7, 24, 63 and 65 licenses. Jill has also worked with The Huntington Investment Company and Unified Financial Securities, Inc. In addition to their financial advisory practice, Jill is also a co-owner of Axis Properties, LLC.
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.
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2
OH
02/19/2019 - Present
Commonwealth Financial Network (NEW PHILADELPHIA OH)
OH
04/11/2005 - 10/18/2018
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IN
03/22/2011 - 02/18/2014
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
IA
Issued 10/09/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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