Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Leonard is a financial professional with over 11 years of experience in the financial services industry. Jill is a Registered Representative with State Farm Investment Management Corp., serving clients in both Michigan and Wisconsin. Jill holds the Series 6 and Series 63 licenses, as well as the Securities Industry Essentials Examination (SIE). Jill is also a Chartered Financial Consultant (ChFC). Jill has a proven track record of providing financial advice to clients, helping them to achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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MI
07/03/2024 - Present
State Farm Investment Management Corp. (Marquette MI)
BC
Issued 12/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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