Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Bowman is a financial advisor with Key Investment Services LLC. Jill is registered with FINRA and has her Series 6, Series 63 and SIE licenses. Jill has been in the industry since 2021 and has experience in various financial services, including investment company products, variable contracts and portfolio management. Jill is located in the East Rochester, NY office of Key Investment Services LLC.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
05/07/2024 - Present
KEY Investment Services LLC (EAST ROCHESTER NY)
NY
04/06/2021 - 11/23/2023
J.P. MORGAN SECURITIES LLC (FAIRPORT NY)
BC
Issued 11/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jill Bowman is the right advisor for you? Invested Better is here to help.
