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 Winter is a registered investment advisor and broker-dealer. Jill has been in the financial services industry since July 31, 2018 and has a Series 6, Series 7, Series 63, and Series 65 license. Jill has a current registration with the state of Utah as an investment advisor representative for Transamerica Retirement Advisors, LLC. Jill has experience with individuals, pension and profit-sharing plans and other types of clients. Jill was previously registered with Equitable Advisors, LLC and has experience with individual clients, corporations, and other businesses. Jill's specializations include portfolio management for individuals and businesses, as well as pension consulting and educational seminars.
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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2
UT
07/11/2022 - Present
Transamerica Retirement Advisors, LLC (South Jordan UT)
UT
07/25/2018 - 06/30/2022
EQUITABLE ADVISORS, LLC (SALT LAKE CITY UT)
IA
Issued 04/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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