Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Leverty is a financial advisor registered with Larson Financial Group, LLC and is based in Saint Louis, MO. Jill has been in the industry since 2016 and holds Series 7TO, SIE, and Series 66 securities licenses. Jill works with individual investors and high-net-worth individuals, and has a strong background in providing financial planning advice and managing investments. Jill is also a softball coach at White Bear Lake Area Schools.
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.
Helps you choose top advisors aligned with your financial goals.
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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MO
03/09/2023 - Present
Larson Financial Group, LLC (SAINT LOUIS MO)
BOTH
Issued 03/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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