Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Kathleen Disanto is a financial advisor in Marlton, NJ, associated with Ameriprise Financial Services, LLC. Jill has over 20 years of experience in the financial services industry. Jill's current registrations allow her to provide financial advice and investment services in New Jersey. She has passed several industry exams, including Series 7, Series 10, Series 24, and Series 66. Jill's previous employers include CITIGROUP GLOBAL MARKETS INC. and FIRST UNION SECURITIES, INC. Jill's areas of specialization include asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals.
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.
1
2
NJ
04/05/2023 - Present
Ameriprise Financial Services, LLC (Marlton NJ)
NJ
04/12/2006 - 10/23/2008
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
NY
02/05/2002 - 10/25/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MO
10/01/2000 - 09/05/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
11/18/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 04/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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