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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Klose is a financial advisor with Mariner Wealth. Jill has been working in the financial services industry since 2002. Jill has a Series 7 and Series 66 license. Jill specializes in financial planning, portfolio management, and pension consulting. Jill also provides family office services. Jill has experience working with high-net-worth individuals, corporations, and other businesses.
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.
Family office 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
ND
11/12/2024 - Present
Mariner Wealth (Kindred ND)
ND
09/29/2015 - 08/11/2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (FARGO ND)
ND
08/05/2009 - 10/01/2015
SECURITIES AMERICA, INC. (FARGO ND)
ND
02/27/2002 - 07/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARGO ND)
NY
04/23/2001 - 11/13/2001
RBC DAIN RAUSCHER INC. (NEW YORK NY)
BOTH
Issued 05/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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