Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Wuethrich is a financial advisor with LPL Financial LLC. Jill has been in the financial industry since 2002 and has a wide range of experience. Jill has worked with several firms, including PFS Investments Inc., NatCity Investments, Inc., and AXA Advisors, LLC.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
03/26/2014 - Present
LPL Financial LLC (PEORIA IL)
IL
01/22/2010 - 03/28/2014
PFS INVESTMENTS INC. (PEORIA IL)
GA
09/14/2006 - 01/24/2008
PFS INVESTMENTS INC. (DULUTH GA)
OH
03/26/2002 - 05/02/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
09/05/2001 - 01/29/2002
AXA ADVISORS, LLC (NEW YORK NY)
IL
11/22/2000 - 09/17/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
10/27/1998 - 09/11/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/18/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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