Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Cooper, a certified financial planner with over 29 years of experience in the financial services industry, is a registered representative at Osaic Wealth, Inc.. Jill has a broad range of experience, having previously worked at Sagepoint Financial, Inc. and American General Securities Incorporated, among others. Jill holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Jill has a deep understanding of the financial needs of individuals, businesses, and retirement plans and is committed to providing her clients with personalized financial advice. Jill is dedicated to helping individuals and families reach their financial goals. Jill is an independent insurance broker through EPIC Brokers and Consultants and also manages insurance clients through Capacity Benefits and Financial Services Group. Jill is an administrator for MD Partners Inc., which provides insurance and office administration services.
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.
A percentage of the total value of assets under management is charged.
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2
NY
09/01/2023 - Present
Osaic Wealth, Inc. (PEARL RIVER NY)
NY
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PEARL RIVER NY)
NJ
04/26/2001 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (MAHWAH NJ)
IN
10/09/1997 - 05/01/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/09/1997 - 05/01/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
01/14/1994 - 10/09/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/14/1994 - 10/09/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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