Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill J Leo is a financial advisor with over 15 years of experience in the industry. Jill is currently registered with Pensionmark Securities, LLC and holds Series 6, 7, 24, 51, and 63 licenses. Jill has previously worked with CAPFINANCIAL SECURITIES, LLC, LPL FINANCIAL LLC, and NFP SECURITIES, INC. Jill is dedicated to providing 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.
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.
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2
PA
09/01/2017 - Present
Pensionmark Securities, LLC (Wexford PA)
PA
09/15/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Wexford PA)
PA
07/03/2014 - 09/25/2015
LPL FINANCIAL LLC (WEXFORD PA)
PA
09/08/2004 - 07/02/2014
NFP SECURITIES, INC. (WEXFORD PA)
BC
Issued 03/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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