Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Slayton is a financial advisor with over 35 years of experience in the financial services industry. Jill is registered with the state of Texas and holds the Series 7 and Series 63 licenses. Jill currently is an investment advisor representative with Osaic Wealth, Inc. Jill is based in Heath, Texas and has worked with previous clients in Fort Worth, Rockwall and St. Cloud. Jill is a certified financial planner and has worked with individuals, businesses, trusts and estates.
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.
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TX
01/19/2024 - Present
Osaic Wealth, Inc. (HEATH TX)
TX
04/28/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HEATH TX)
TX
10/23/2003 - 05/11/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ROCKWALL TX)
SC
04/03/2003 - 11/18/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
01/19/1995 - 04/02/2003
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
TX
07/07/1989 - 08/23/1995
WILLIAMS, BUCHANAN & COMPANY, INC. (DALLAS TX)
TX
12/20/1988 - 07/10/1989
LOMAS SECURITIES USA, INC. (HOUSTON TX)
BC
Issued 02/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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