Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Pedicord Peterson is a financial advisor with over 18 years of experience in the industry. Jill has held several positions at other financial institutions, including Bancwest Investment Services and J.P. Morgan Securities. Jill is currently registered with LPL Financial, a national financial services company. She holds multiple securities licenses, including Series 7, 6, 63, and 66, and is a registered Investment Advisor. Jill specializes in providing financial planning, portfolio management, and consulting services for both individuals and businesses.
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.
Consulting and other non-discretionary advisory services
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
CO
07/19/2023 - Present
LPL Financial LLC (DENVER CO)
CO
07/21/2011 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (BOULDER CO)
CO
05/05/2009 - 04/15/2011
J.P. MORGAN SECURITIES LLC (DENVER CO)
IL
12/13/1999 - 10/13/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 04/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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