Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Rolfe is a financial advisor with over 18 years of experience in the industry. Jill is registered as a Registered Representative and Investment Advisor Representative. Jill is currently employed by Osaic Wealth, Inc. and has been registered with Osaic Wealth, Inc. since 2024. Jill has previously worked at several other firms including Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., TD Ameritrade, Inc., and Ameritrade, Inc. Jill specializes in a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.
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.
1
2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/07/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
10/03/2014 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
02/07/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
02/07/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
02/07/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NE
04/22/2006 - 07/09/2014
TD AMERITRADE, INC. (OMAHA NE)
NE
03/08/2006 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 07/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 11/03/2008
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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