Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Lynne McHenry is a financial advisor with over 20 years of experience in the industry. Jill is currently registered with Morgan Stanley and has held previous roles at Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, and McDonald Investments Inc. Jill is a licensed securities professional with a Series 7, Series 10, Series 9, Series 63, and Series 65 licenses. Jill offers a variety of financial services, including financial planning, asset allocation advice, and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IN
11/08/2018 - Present
Morgan Stanley (MISHAWAKA IN)
IN
01/03/2011 - 11/12/2018
WELLS FARGO CLEARING SERVICES, LLC (SOUTH BEND IN)
IN
03/03/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SOUTH BEND IN)
OH
10/28/2003 - 03/29/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
11/18/1998 - 08/29/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 06/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/12/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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