Unclaimed
Jill Dianne Shambach has been in the financial industry since September 8, 1997. Jill is currently registered with Cetera Investment Services LLC and has been with them since April 22, 2016. Previously, Jill worked at Cetera Advisor Networks LLC, T.H.E. FINANCIAL GROUP, LTD, OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD., and H. BECK, INC.. Jill holds the Series 6, Series 63, and SIE 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
04/22/2016 - Present
Cetera Investment Services LLC (WEST MILTON PA)
PA
05/01/2003 - 04/25/2016
CETERA ADVISOR NETWORKS LLC (LEWISBURG PA)
PA
02/27/2001 - 05/01/2003
T.H.E. FINANCIAL GROUP, LTD (MECHANICSBURG PA)
PA
01/10/2000 - 02/23/2001
OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD. (BADEN PA)
MD
11/20/1995 - 03/24/1998
H. BECK, INC. (ROCKVILLE MD)
BC
Issued 01/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jill Shambach is the right advisor for you? Invested Better is here to help.