Invested Better
Unclaimed

Unclaimed

Unclaimed

Jill Diane Geesey

Raymond James Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jill? Claim Your Profile

About Jill Diane Geesey

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.

Firm Information

Jill Geesey is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jill Geesey’s Registration & Firm History

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)

Not sure if Jill Diane Geesey is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jill Diane Geesey.
Not sure if Jill Diane Geesey is right for you?