Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Gaitz is a financial advisor in Houston, Texas, affiliated with Northwestern Mutual Investment Services, LLC. Jill has been in the financial services industry since June 2016 and has a Series 7 and Series 66 license. Jill is a licensed agent of Northwestern Mutual Wealth Management Company. She has experience working with banking or thrift institutions and clients are primarily individuals other than high net worth.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
TX
10/25/2021 - Present
Northwestern Mutual Investment Services, LLC (HOUSTON TX)
TX
04/25/2016 - 08/27/2021
EQUITABLE ADVISORS, LLC (HOUSTON TX)
BOTH
Issued 05/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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