Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Laverne Wilson is a registered representative with Raymond James & Associates, Inc. in Colorado Springs, Colorado. Jill is a seasoned professional with over 30 years of experience in the financial services industry. Jill holds multiple licenses including Series 6, 7, 9, 10, 63, and 66. Before joining Raymond James & Associates, Inc., Jill was a registered representative with Stifel, Nicolaus & Company, Incorporated. Prior to that Jill held positions with Wedbush Securities Inc., UBS Financial Services Inc., Piper Jaffray & Co. and RBC Dain Rauscher Inc.
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.
Please see note in schedule d - miscellaneous
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
CO
10/31/2018 - Present
Raymond James & Associates, Inc. (COLORADO SPRINGS CO)
CO
05/02/2017 - 11/29/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (COLORADO SPRINGS CO)
CO
08/02/2011 - 04/27/2017
WEDBUSH SECURITIES INC. (DENVER CO)
CO
08/12/2006 - 08/09/2011
UBS FINANCIAL SERVICES INC. (COLORADO SPRINGS CO)
CO
03/07/2006 - 08/12/2006
PIPER JAFFRAY & CO. (COLORADO SPRINGS CO)
NY
03/02/1998 - 03/27/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
03/28/1995 - 03/02/1998
DAIN RAUSCHER INCORPORATED
WI
02/28/1991 - 08/07/1992
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 08/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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