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 French is a Registered Representative and Investment Advisor Representative with Raymond James & Associates, Inc. Jill has been in the industry since June 2005 and holds FINRA Series 7, 31, 66, 99TO, and SIE licenses. Jill has a diverse background in financial services, with previous experience at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Jill offers financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, businesses, corporations, insurance companies, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions. Jill is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Please see note in schedule d - miscellaneous
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
FL
03/15/2011 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
06/01/2009 - 03/01/2011
MORGAN STANLEY SMITH BARNEY (PALM HARBOR FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALM HARBOR FL)
FL
06/02/2005 - 04/02/2007
MORGAN STANLEY DW INC. (PALM HARBOR FL)
BOTH
Issued 11/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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