Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Fletcher is a financial advisor with Cary Street Partners. Jill is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since July 2012. Jill's experience includes working with clients to develop financial plans and manage their investments. Jill is also a member of the FPA of Central Virginia, a professional organization for financial advisors. Jill is registered as an Investment Advisor Representative in North Carolina, Texas, and Virginia.
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.
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.
Revenue sharing with certain third parties
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2
VA
01/27/2023 - Present
Cary Street Partners (Charlottesville VA)
VA
01/27/2023 - 08/29/2024
CARY STREET PARTNERS (RICHMOND VA)
VA
08/26/2022 - 12/19/2022
ROYAL ALLIANCE ASSOCIATES, INC. (TYSONS CORNER VA)
BOTH
Issued 10/14/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2022
Series 7TO - General Securities Representative Examination
Active
Inactive
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