Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Helene Kasen is a financial advisor at Ameriprise Financial Services, LLC. Jill has been in the financial services industry since 1985 and has a broad range of experience. Jill holds the Series 66, Series 24 and Series 7 licenses, as well as the SIE license. She is also a Certified Financial Planner and a Chartered Financial Consultant. Jill specializes in retirement planning, investment management and insurance. Jill is committed to providing her clients with personalized financial advice and guidance.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CA
11/04/2016 - Present
Ameriprise Financial Services, LLC (Burbank CA)
CA
09/23/2004 - 11/04/2016
1ST GLOBAL CAPITAL CORP. (STUDIO CITY CA)
NY
12/02/2003 - 10/13/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
08/12/2003 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
CT
10/15/1993 - 08/11/2003
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
10/17/1997 - 09/23/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
03/18/1986 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
CT
02/26/1990 - 03/12/1991
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
NA
09/24/1985 - 12/17/1985
AMERICAN PACIFIC SECURITIES CORPORATION
BOTH
Issued 06/24/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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