Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Lynn Braford is a financial advisor with UBS Financial Services Inc. Jill has been in the financial services industry since November 24, 1997, and is registered with the state of Ohio as both a broker-dealer and an investment advisor. Jill is also registered with the state of Florida as a broker-dealer. Jill holds the Series 7, 63, and 66 licenses. Jill has worked at CITIGROUP GLOBAL MARKETS INC. and UBS Financial Services Inc.. Jill's current branch office is located in Westlake, Ohio. Jill is licensed to provide a wide range of financial services, including portfolio management, financial planning, and pension consulting. Jill's client base includes high-net-worth individuals, corporations, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
08/11/2006 - Present
UBS Financial Services Inc. (WESTLAKE OH)
OH
11/25/1997 - 08/16/2006
CITIGROUP GLOBAL MARKETS INC. (CLEVELAND OH)
BOTH
Issued 02/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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