Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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