Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Dyann Greiner is a financial advisor with Wells Fargo Clearing Services, LLC. Jill has been in the financial industry since 2002. Jill holds the Series 3, 7, 9, 10, 31, and 66 licenses. Jill is registered with the states of Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Jill Greiner has experience working with individuals, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans. Jill also provides investment consulting services to institutional clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
04/22/2022 - Present
Wells Fargo Clearing Services, LLC (WEST DES MOINES IA)
IA
10/17/2014 - 10/27/2014
EDWARD JONES (OTTUMWA IA)
IA
05/25/2006 - 10/21/2014
WELLS FARGO ADVISORS, LLC (WEST DES MOINES IA)
IA
01/19/2006 - 06/05/2006
RAYMOND JAMES & ASSOCIATES, INC. (WEST DES MOINES IA)
NY
09/15/2004 - 11/25/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
FL
07/16/2002 - 10/06/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 01/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/03/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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