Unclaimed
Jill Burnette Fairey is a registered representative with Wells Fargo Clearing Services, LLC. Jill has over 30 years of experience in the financial services industry. Jill is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, and West Virginia. Jill has also been a registered representative with Morgan Stanley and Citigroup Global Markets Inc.. Jill is a Series 7, Series 63 and Series 66 licensed representative.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
SC
08/02/2016 - Present
Wells Fargo Clearing Services, LLC (HILTON HEAD ISLAND SC)
SC
06/01/2009 - 04/08/2016
MORGAN STANLEY (HILTON HEAD SC)
SC
03/14/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HILTON HEAD SC)
GA
09/19/1991 - 03/29/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
MA
01/29/1990 - 07/23/1991
NCNB SECURITIES, INC. (BOSTON MA)
BOTH
Issued 12/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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