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 Zacha is a financial advisor with over 20 years of experience in the industry. Jill is currently registered with Level Four Advisory Services and Level Four Capital Management. Jill has worked with several other firms in the past including LPL Financial LLC, Capital One Investing, LLC, Evolve Securities, Inc., Penson Financial Services, Inc. and Dain Rauscher Incorporated. Jill specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Jill is committed to providing her clients with the highest level of service and expertise.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
05/08/2019 - Present
Level Four Advisory Services (Dallas TX)
TX
05/06/2019 - 12/31/2020
LPL FINANCIAL LLC (DALLAS TX)
TX
03/29/2017 - 05/06/2019
CAPITAL ONE INVESTING, LLC (Plano TX)
TX
03/26/2008 - 12/31/2009
EVOLVE SECURITIES, INC. (DALLAS TX)
TX
11/09/1998 - 03/01/2006
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
TX
09/24/1999 - 01/18/2001
SERVICE ASSET MANAGEMENT COMPANY (AUSTIN TX)
NY
03/02/1998 - 11/06/1998
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
01/27/1997 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
TX
07/25/1995 - 07/03/1996
ADDISON SECURITIES, INC. (DALLAS TX)
BOTH
Issued 03/09/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2017
Series 24 - General Securities Principal Examination
BC
Issued 02/20/1996
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jill Zacha is the right advisor for you? Invested Better is here to help.
