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 Spiegelberg is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jill has been in the industry since 2003 and has experience working with a range of clients, including individuals, businesses, high-net-worth individuals, corporations, and institutions. Jill holds several professional licenses and designations, including Series 7, Series 63, Series 65, and Series 66. Jill is also a member of BNI, a professional networking group.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MD
04/03/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORTH BETHESDA MD)
DC
04/06/2020 - 04/05/2023
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
MD
01/13/2015 - 03/17/2020
MORGAN STANLEY (ANNAPOLIS MD)
NY
02/22/2005 - 04/03/2012
NEUBERGER BERMAN LLC (NEW YORK NY)
NJ
01/17/2003 - 02/23/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 09/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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