Unclaimed
Jill Nelson is a financial professional with over 13 years of experience in the financial services industry. Jill is currently registered with IFP Securities, LLC in Tampa, Florida. Jill holds a Series 6, Series 63, and Series 99TO license. Prior to her current role, Jill was a financial advisor with Raymond James & Associates, Inc. and OppenheimerFunds Distributor, Inc. Jill is dedicated 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.
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.
1
2
FL
06/21/2022 - Present
IFP Securities, LLC (TAMPA FL)
FL
04/17/2019 - 06/27/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
CO
11/24/2008 - 04/03/2018
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
BC
Issued 05/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jill Nelson is the right advisor for you? Invested Better is here to help.