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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 Elizabeth Drinkwater is an active broker and investment advisor representative with over 40 years of experience in the financial services industry. Jill has been registered with Morgan Stanley since 2009, and has also worked with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Dean Witter Reynolds Inc., and E. F. Hutton & Company Inc. Jill holds the Series 7, Series 5, and Series 63 securities licenses as well as the SIE exam. Jill is registered to provide investment advice in 53 states and the District of Columbia. Jill specializes in providing financial planning, portfolio management, and educational seminars to individuals, corporations, and charitable organizations. In addition to her work at Morgan Stanley, Jill is also a partner in Cars and Cards, an automotive/transportation business located in Santa Fe, New Mexico. Jill's commitment to providing high-quality financial advice is evident in her long and distinguished career.
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
NM
03/03/2020 - Present
Morgan Stanley (Santa Fe NM)
NM
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SANTA FE NM)
NM
07/01/1987 - 04/02/2007
MORGAN STANLEY DW INC. (SANTA FE NM)
NA
06/03/1987 - 06/25/1987
DEAN WITTER REYNOLDS INC.
NA
09/01/1977 - 06/12/1987
E. F. HUTTON & COMPANY INC
BC
Issued 11/25/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/20/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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