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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Eileen Kelley is an investment advisor representative for Transamerica Retirement Advisors, LLC. She has been in the industry since 1993 and holds licenses in Florida and Georgia. Jill has experience with various investment strategies and client types and is committed to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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FL
05/22/2015 - Present
Transamerica Retirement Advisors, LLC (St. Augustine FL)
FL
10/25/2006 - 08/20/2008
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
CT
01/09/2002 - 09/14/2006
CITISTREET ADVISORS LLC (WINDSOR CT)
MA
01/18/2001 - 12/31/2001
STATE STREET CAPITAL MARKETS, LLC (BOSTON MA)
RI
01/26/1993 - 06/16/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
12/16/1991 - 01/20/1993
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 03/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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