Unclaimed
Jill Christine Raymond is a financial advisor with MML Investors Services, LLC. Jill Raymond has been in the industry since 2004 and has a wide range of experience, including working with individuals, businesses, and institutions. Jill Raymond is a registered representative and investment advisor representative in multiple states. She also holds a variety of licenses and certifications, including Series 7, 6, 66, 24, 52TO, and 53. Jill Raymond is committed to providing her clients with personalized financial advice and guidance. She helps her clients with financial planning, investment management, and other financial 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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
02/02/2022 - Present
MML Investors Services, LLC (Pleasanton CA)
MO
07/09/2018 - 10/31/2019
HUB INTERNATIONAL INVESTMENT SERVICES INC. (KANSAS CITY MO)
CA
09/13/2018 - 10/15/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Concord CA)
CA
07/01/2016 - 07/15/2016
INFINEX INVESTMENTS, INC. (NAPA CA)
CA
02/01/2013 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (NAPA CA)
CA
03/08/2005 - 10/04/2011
U.S. SELECT SECURITIES LLC (NAPA CA)
CA
08/08/2002 - 02/07/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CA
11/03/1998 - 09/27/2000
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BOTH
Issued 10/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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