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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 Kay Penman is a registered representative with Wellth Advisory Services, LLC and has been working in the financial services industry since 2000. Jill has experience working with individuals, businesses, corporations, and charitable organizations. Jill holds the Series 63, Series 66, and Series 7 licenses. Jill's firm, Wellth Advisory Services, LLC, is a Registered Investment Advisor that provides advisory services to businesses and individuals. They specialize in financial planning, pension consulting, educational seminars, and portfolio management.
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.
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IL
06/28/2024 - Present
Wellth Advisory Services, LLC (SHOREWOOD IL)
IN
04/01/2019 - 01/12/2023
LPL FINANCIAL LLC (INDIANAPOLIS IN)
IN
10/15/2015 - 04/01/2019
KESTRA INVESTMENT SERVICES, LLC (Indianapolis IN)
IN
12/12/2005 - 04/24/2015
PRINCOR FINANCIAL SERVICES CORPORATION (INDIANAPOLIS IN)
IN
05/13/2005 - 11/30/2005
CAPITAL WEALTH ADVISORS, INC. (INDIANAPOLIS IN)
TX
12/08/2000 - 03/22/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 02/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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