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Jill Marie Kusmirek is a registered investment advisor representative with Cetera Investment Advisers LLC. Jill is licensed in Washington and Texas. Jill has been in the financial industry since May 2001. She has experience working with high-net-worth individuals, corporations, individuals, pension plans, and charitable organizations. Jill provides a variety of financial planning services including financial planning, pension consulting, educational seminars, and portfolio management. Jill is also a registered representative with Boyce Financial Group LLC, which is a DBA for Boyce Financial Group.
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.
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.
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WA
06/29/2023 - Present
Cetera Investment Advisers LLC (VANCOUVER WA)
IA
Issued 11/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 5/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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