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 White is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jill has been working in the financial industry since 1988 and holds a number of securities licenses and registrations. Jill is currently registered with Merrill Lynch in Indiana and Texas. Jill has also been previously registered with UBS FINANCIAL SERVICES INC., ONB INVESTMENT SERVICES, INC., INVEST FINANCIAL CORPORATION, FIRST CHICAGO NBD INVESTMENT SERVICES, INC., NBD BROKERAGE SERVICES, INC., J.J.B. HILLIARD, W.L. LYONS, INC., and BLUNT ELLIS & LOEWI INCORPORATED. Jill specializes in providing investment advice and services to a wide range of clients, including individuals, corporations, and institutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IN
05/13/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TERRE HAUTE IN)
IN
09/22/2000 - 06/01/2006
UBS FINANCIAL SERVICES INC. (TERRE HAUTE IN)
IN
09/20/1999 - 10/12/2000
ONB INVESTMENT SERVICES, INC. (EVANSVILLE IN)
WI
01/29/1998 - 09/30/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
IL
04/01/1996 - 09/16/1997
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NA
08/22/1989 - 04/01/1996
NBD BROKERAGE SERVICES, INC.
KY
11/01/1988 - 08/19/1989
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NA
02/23/1988 - 10/12/1988
BLUNT ELLIS & LOEWI INCORPORATED
BOTH
Issued 08/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/20/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/27/1995
Series 4 - Registered Options Principal Examination
BC
Issued 12/12/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/11/1990
Series 24 - General Securities 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 11/21/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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