Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Mumaw is a financial advisor with over 20 years of experience in the industry. Jill is registered with LPL Financial LLC in Pennsylvania and Virginia, and has experience in both brokerage and investment advisory services. Jill offers a variety of services to individuals, corporations, and other entities, including financial planning, portfolio management, and investment advisory services. Jill is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
PA
06/22/2021 - Present
LPL Financial LLC (GREENCASTLE PA)
PA
05/01/2003 - 06/09/2021
M&T SECURITIES, INC. (CHAMBERSBURG PA)
MD
04/30/1999 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
IA
Issued 01/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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