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 Shepherd is a financial advisor with Fidelity Brokerage Services LLC. Jill has been in the financial services industry for over 11 years. Jill holds licenses for Series 7, Series 24, Series 63 and SIE. Jill has been registered with the state of Kentucky since 2019. Jill has worked with National Financial Services LLC and Fidelity Brokerage Services LLC. Jill has provided advice to clients in Covington, Kentucky.
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.
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.
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2
KY
05/30/2019 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
08/06/2012 - 12/12/2013
NATIONAL FINANCIAL SERVICES LLC (COVINGTON KY)
KY
11/05/2008 - 07/21/2010
NATIONAL FINANCIAL SERVICES LLC (COVINGTON KY)
RI
07/27/1998 - 06/06/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 06/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2019
Series 24 - General Securities Principal Examination
BC
Issued 05/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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