Unclaimed
Jill Marie Royal is a financial advisor with over 18 years of experience in the industry. Jill has been with LPL Financial LLC since 2016, and previously worked with RBC Capital Markets, LLC, 1st Global Capital Corp., TIAA-CREF Individual & Institutional Services, LLC, and TD Ameritrade, Inc. Jill is registered to offer securities and investment advisory services in 50 states. She holds the Series 7, Series 24, Series 66, and SIE licenses. Jill is dedicated to providing comprehensive financial planning and investment management services to individuals, families, 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.
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.
1
2
TX
03/02/2016 - Present
LPL Financial LLC (DALLAS TX)
TX
03/26/2013 - 02/04/2016
RBC CAPITAL MARKETS, LLC (DALLAS TX)
TX
12/22/2010 - 10/12/2012
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
09/19/2007 - 11/24/2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
01/26/2006 - 09/20/2007
TD AMERITRADE, INC. (FORT WORTH TX)
NE
08/17/2005 - 01/30/2006
AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 10/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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