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 Szambelan is a registered representative with Principal Securities, Inc. in the Downers Grove, IL office. Jill Marie Szambelan has been in the industry since March 29, 2016 and is a licensed agent in Illinois. Jill Marie Szambelan has also held positions at Princor Financial Services Corporation, IAC Securities, Inc. and Terra Securities Corporation. Jill Marie Szambelan is licensed to offer various investment products and services, including investment company products and variable contracts.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
IL
05/23/2024 - Present
Principal Securities, Inc. (DOWNERS GROVE IL)
IL
03/20/2002 - 11/01/2007
PRINCOR FINANCIAL SERVICES CORPORATION (LOMBARD IL)
IL
06/06/2000 - 01/15/2002
IAC SECURITIES, INC. (TINLEY PARK IL)
IL
07/08/1999 - 06/12/2000
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
BC
Issued 08/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/22/2024
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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