Unclaimed
Jill Illeen Longo is a financial advisor with Western International Securities, Inc. based in Minneapolis, Minnesota. Jill has been in the financial services industry since 1980. Prior to joining Western International Securities, Inc. Jill worked at Northeast Securities, LLC and First Affiliated Securities, Inc. Jill specializes in a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
1
2
MN
11/19/2018 - Present
Western International Securities, Inc. (Minneapolis MN)
MN
03/24/1992 - 12/31/2018
NORTHEAST SECURITIES, LLC (MINNEAPOLIS MN)
CA
05/31/1989 - 04/06/1992
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
NA
08/03/1988 - 05/31/1989
FIRST AFFILIATED SECURITIES, INC.
NA
03/29/1985 - 08/12/1988
SHEARSON LEHMAN HUTTON INC.
NA
10/30/1980 - 03/13/1985
IDS FINANCIAL SERVICES INC.
NA
10/30/1980 - 03/13/1985
IDS LIFE INSURANCE COMPANY
NA
10/30/1980 - 03/13/1985
IDS MARKETING CORPORATION
BC
Issued 10/24/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Jill Longo is the right advisor for you? Invested Better is here to help.