Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Diane Williams-gilmore is a financial advisor with Ameriprise Financial Services, LLC. Jill has been in the industry since 1984 and is registered in 29 states. Jill is a Series 7, 6, 22, 24, and 63 licensed professional, and she is qualified to provide investment advice to individuals, corporations, and trusts. Jill holds licenses with the Financial Industry Regulatory Authority (FINRA), and the state of California. Jill is based out of the San Rafael office of Ameriprise Financial Services, LLC.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
CA
12/06/2021 - Present
Ameriprise Financial Services, LLC (SAN RAFAEL CA)
MN
02/11/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/01/2000 - 05/04/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
04/03/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 03/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/02/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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