Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Barry Shea is a financial advisor based in Aliso Viejo, CA. Jill Barry Shea is currently registered with NFP Retirement Inc. and has been in the industry since 1993. Jill Barry Shea has also held previous registrations with Kestra Investment Services, LLC, Financial Telesis Inc, NRP Financial, Inc., Cantella & Co., Inc., MMC Securities Corp., and Zahorik Company, Inc. Jill Barry Shea specializes in providing financial planning, pension consulting and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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.
A percentage of the total value of assets under management is charged.
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2
CA
05/29/2013 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
CA
07/28/2014 - 12/31/2017
KESTRA INVESTMENT SERVICES, LLC (Aliso Viejo CA)
CA
03/01/2010 - 07/22/2014
FINANCIAL TELESIS INC (IRVINE CA)
CA
12/18/2007 - 03/01/2010
NRP FINANCIAL, INC. (IRVINE CA)
CA
09/12/2006 - 12/20/2007
CANTELLA & CO., INC. (COSTA MESA CA)
CA
11/15/2001 - 09/26/2006
MMC SECURITIES CORP. (NEWPORT BEACH CA)
CA
02/22/1993 - 11/01/2001
ZAHORIK COMPANY, INC. (PASADENA CA)
IA
Issued 04/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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