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Jill Marie Daly

Cetera Advisor Networks LLC

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About Jill Marie Daly

Jill Daly is a financial advisor registered with Cetera Advisor Networks LLC. Jill has over 18 years of experience in the financial services industry. Jill has passed the Series 7, Series 63, and SIE exams. Jill is registered in Iowa and holds a current Series 7 and Series 63 registration. Jill was previously registered with Securian Financial Services, Inc. and CRI Securities, LLC.

Firm Information

Jill Daly is currently registered with Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is a Limited Liability Company formed in 2012. The firm is registered with the SEC and in 53 states. It is approved to provide advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

695

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jill Daly’s Registration & Firm History

IA

08/10/2023 - Present

Cetera Advisor Networks LLC (IOWA CITY IA)

IA

06/03/2005 - 08/10/2023

SECURIAN FINANCIAL SERVICES, INC. (IOWA CITY IA)

IA

06/03/2005 - 10/20/2021

CRI SECURITIES, LLC (IOWA CITY IA)

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Licenses & Designations

BC

Issued 04/18/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jill Marie Daly.
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