Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Elaine Bracci is a financial advisor in Centerville, OH. Jill has been in the industry since 1981 and is currently registered with Morgan Stanley. Jill is a Certified Financial Planner and holds Series 7, Series 63, and Series 65 licenses. Jill has experience working with a wide range of clients, including individuals, families, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
02/17/2017 - Present
Morgan Stanley (Centerville OH)
OH
11/20/2009 - 02/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMISBURG OH)
OH
06/01/2009 - 12/14/2009
MORGAN STANLEY SMITH BARNEY (DAYTON OH)
OH
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DAYTON OH)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/12/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
09/08/1981 - 06/24/1987
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 09/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jill Bracci is the right advisor for you? Invested Better is here to help.
