Unclaimed
Jill Diane Geesey is a financial advisor with Raymond James Financial Services, Inc. Jill has been in the financial industry since 1997 and has experience with a variety of firms including Cetera Investment Services LLC and Penn Securities, Inc. Jill is licensed in Pennsylvania and holds the Series 7, Series 24 and Series 63 licenses.
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.
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.
1
2
PA
06/09/2016 - Present
Raymond James Financial Services, Inc. (READING PA)
PA
12/15/2004 - 05/20/2016
CETERA INVESTMENT SERVICES LLC (ALLENTOWN PA)
PA
10/05/1998 - 12/17/2004
PENN SECURITIES, INC. (WYOMISSING PA)
PA
04/24/1997 - 05/29/1998
HOPPER SOLIDAY & CO., INC. (LANCASTER PA)
BC
Issued 10/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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