Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Ciccarelli Rapps has been in the financial industry since 1991. Jill is a Certified Financial Planner™ and currently a registered representative with Osaic Wealth, Inc. and Ciccarelli Advisory Services Inc. Jill is also a licensed Investment Advisor Representative. Jill provides financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Jill holds a Series 65, 63, and 7 licenses, as well as the SIE. Jill is also a registered Investment Advisor Representative in many states.
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
FL
11/03/2023 - Present
Osaic Wealth, Inc. (NAPLES FL)
FL
10/21/1991 - 11/03/2023
FSC SECURITIES CORPORATION (NAPLES FL)
IA
Issued 3/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/5/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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