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 Flodstrom is an investment advisor with Money Concepts Capital Corp. and has been in the industry since December 12, 2014. Jill is registered in Washington and is a licensed Series 6, Series 63 and SIE representative. She has previously worked for Allstate Financial Services, LLC. Jill provides financial planning, portfolio management for individuals and businesses, and general consulting services to her clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
WA
02/12/2018 - Present
Money Concepts Capital Corp. (Lakewood WA)
WA
08/26/2014 - 10/25/2017
ALLSTATE FINANCIAL SERVICES, LLC (LACEY WA)
BC
Issued 10/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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