Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Rance is a financial advisor in Palm Beach Gardens, Florida. Jill has over 25 years of experience in the financial services industry, and is currently registered with Dakota Wealth, LLC. Jill has a strong track record of success in helping clients achieve their financial goals. Jill specializes in providing financial planning, investment management, and pension consulting 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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
10/17/2018 - Present
Dakota Wealth, LLC (PALM BEACH GARDENS FL)
FL
10/16/2006 - 01/19/2011
WEISS CAPITAL SECURITIES, INC. (JUPITER FL)
FL
07/21/2005 - 08/28/2006
WEISS CAPITAL SECURITIES, INC. (PALM BEACH GARDENS FL)
MO
07/01/2003 - 04/05/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/24/2003 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
06/06/2002 - 03/06/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
FL
03/25/2002 - 06/05/2002
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
MO
02/16/2001 - 01/11/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NJ
04/12/1999 - 02/16/2001
J. B. HANAUER & CO. (PARSIPPANY NJ)
WI
01/13/1999 - 04/15/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MA
04/01/1998 - 01/28/1999
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
08/01/1997 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NC
05/30/1997 - 07/25/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
01/28/1995 - 06/03/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/13/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NJ
02/05/1993 - 07/13/1994
J. B. HANAUER & CO. (PARSIPPANY NJ)
NY
02/17/1989 - 02/07/1990
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
12/20/1988 - 02/13/1989
SCHONFELD SECURITIES INC.
IA
Issued 02/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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