Unclaimed
Jill Marie Hankel is a financial advisor with LPL Financial LLC. Jill has been in the financial services industry since 2017. Jill holds the Series 63 and Series 65 securities licenses, and the Series 6TO and SIE registrations. Jill specializes in providing financial advice to individuals, families, and businesses. Jill also offers financial planning services, investment management, and retirement planning. Jill is committed to helping her clients 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IA
10/03/2023 - Present
LPL Financial LLC (Jefferson IA)
IA
Issued 09/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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