Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Kirsten Singer is a financial advisor with LPL Financial LLC and has been in the industry since October 2001. Jill has a Series 7, Series 63, and Series 65 license and has held previous positions at CUNA Brokerage Services, Inc., INVEST FINANCIAL CORPORATION, PNC INVESTMENTS, ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY and FIDELITY BROKERAGE SERVICES LLC. Jill specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
04/30/2015 - Present
LPL Financial LLC (KINGSLEY PA)
NY
06/23/2014 - 04/23/2015
CUNA BROKERAGE SERVICES, INC. (Binghamton NY)
PA
01/12/2007 - 06/04/2014
INVEST FINANCIAL CORPORATION (DUNMORE PA)
PA
12/02/2005 - 01/10/2007
PNC INVESTMENTS (PECKVILLE PA)
PA
01/11/2005 - 10/26/2005
PNC INVESTMENTS (PITTSBURGH PA)
TN
03/12/2004 - 09/01/2004
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
MA
01/07/2004 - 03/03/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/07/2004 - 03/03/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
RI
11/30/2000 - 09/19/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 04/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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