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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Blair is a financial advisor with over 18 years of experience in the financial services industry. Jill currently works for Morgan Stanley and is registered with FINRA as a Registered Representative and Investment Advisor Representative. Jill has a strong background in providing financial advice to individuals and families, as well as businesses and institutions. Jill holds the Series 6, 7, 9, 10, 63 and 66 licenses. Jill is also registered as an Investment Advisor Representative in Louisiana and Texas. Jill has a deep understanding of the financial markets and a commitment to helping clients 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.
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
LA
06/19/2019 - Present
Morgan Stanley (Baton Rouge LA)
LA
04/03/2013 - 06/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BATON ROUGE LA)
LA
11/07/2008 - 03/22/2013
UBS FINANCIAL SERVICES INC. (BATON ROUGE LA)
LA
03/15/2006 - 11/07/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BATON ROUGE LA)
NY
03/09/2005 - 03/09/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 11/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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