Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Marie Dorr is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jill has been working in the financial services industry since 2013 and has been with Merrill Lynch since 2017. Prior to joining Merrill Lynch, Jill worked at Raymond James & Associates, Inc. and Deutsche Bank Securities Inc. Jill holds the Series 66, Series 7 and SIE licenses and is registered in 48 states. Jill specializes in providing financial advice to individuals, corporations, and other businesses. Jill also offers investment advisory services, such as portfolio management, performance measurement reports, allocation modeling, and research reports.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
12/15/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
09/06/2016 - 12/15/2017
RAYMOND JAMES & ASSOCIATES, INC. (Chicago IL)
IL
03/24/2014 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (CHICAGO IL)
IL
05/03/2013 - 02/06/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
BOTH
Issued 07/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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