Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Elizabeth Gosz is a financial advisor with over 15 years of experience in the financial services industry. Jill is currently registered with CWM, LLC and has held previous registrations with CETERA ADVISOR NETWORKS LLC, J.P. MORGAN SECURITIES LLC, CHARLES SCHWAB & CO., INC., METLIFE SECURITIES INC., FIRST HEARTLAND CAPITAL, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, and FIFTH THIRD SECURITIES, INC.. Jill holds Series 6, 7, 63, and 65 licenses and has a strong background in financial planning, portfolio management, and insurance.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
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2
IL
03/10/2023 - Present
CWM, LLC (Palatine IL)
IL
06/28/2019 - 06/11/2024
CETERA ADVISOR NETWORKS LLC (PALATINE IL)
IL
11/09/2015 - 07/09/2019
J.P. MORGAN SECURITIES LLC (SPRING GROVE IL)
IL
01/07/2010 - 11/30/2015
CHARLES SCHWAB & CO., INC. (SCHAUMBURG IL)
MA
11/04/2009 - 12/15/2009
METLIFE SECURITIES INC. (SPRINGFIELD MA)
MI
06/02/2009 - 11/02/2009
FIRST HEARTLAND CAPITAL, INC. (NOVI MI)
MI
10/25/2005 - 06/02/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (SOUTHFIELD MI)
IN
10/25/2005 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
03/21/2005 - 10/10/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IA
Issued 10/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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