Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Barkley is a financial advisor with over 24 years of experience in the financial services industry. Jill is registered to provide investment advice in 48 states and is also registered with FINRA as a general securities representative. Jill works with a variety of clients, including individuals, families, businesses, and institutions. Jill provides a range of services, including financial planning, investment management, and retirement planning. Jill is currently employed with Morgan Stanley and previously worked for Stifel, Nicolaus & Company, Incorporated.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IN
06/29/2022 - Present
Morgan Stanley (Indianapolis IN)
IN
06/03/2002 - 06/14/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)
WI
09/29/1998 - 06/17/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
OH
06/08/1998 - 10/30/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
BOTH
Issued 03/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jill Barkley is the right advisor for you? Invested Better is here to help.
