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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 Ann Lentz is a financial advisor with Stifel, Nicolaus & Company, Inc. in ROCHESTER, MN. Jill has been in the financial services industry since 1999. Before joining Stifel, Nicolaus & Company, Inc., Jill worked at UBS Financial Services Inc. and Piper Jaffray & Co. Jill is licensed to provide investment advice in 50 states and has over 20 years of experience in the financial services industry. Jill provides financial planning, portfolio management, and other investment services to individuals, families, and businesses.
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
MN
04/15/2020 - Present
Stifel, Nicolaus & Company, Inc. (ROCHESTER MN)
MN
08/12/2006 - 10/16/2009
UBS FINANCIAL SERVICES INC. (ROCHESTER MN)
MN
03/08/2000 - 08/12/2006
PIPER JAFFRAY & CO. (ROCHESTER MN)
MN
04/13/2000 - 09/04/2001
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
TX
11/04/1999 - 02/23/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 01/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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