Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Copeland is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Jill has been in the securities industry since October 3, 2015. Jill has a total of 53 state registrations. Jill also has a registration with the state of Texas as an investment advisor representative. Jill Copeland's previous employment was with COUNTRY CAPITAL MANAGEMENT COMPANY. Jill Copeland has passed the Series 6, 7, 63, 66, 9, and 10 exams. Jill is also registered to provide investment advisory services in Illinois and Texas. Jill Copeland is a director at Sojourn Shelter and Services, Inc., a non-profit organization.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IL
03/27/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SPRINGFIELD IL)
IL
02/02/2015 - 04/04/2016
COUNTRY CAPITAL MANAGEMENT COMPANY (Springfield IL)
BOTH
Issued 06/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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