Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Marye Vanderzel is a financial advisor with Osaic Wealth, Inc. Jill has been in the financial industry for over 25 years and is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Jill is committed to helping clients reach their financial goals and has a proven track record of success. Jill holds the Series 6, Series 7, and Series 63 licenses and is a member of the Financial Industry Regulatory Authority (FINRA).
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.
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2
MI
11/02/2018 - Present
Osaic Wealth, Inc. (HOLLAND MI)
MI
07/07/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (HOLLAND MI)
MI
12/02/2013 - 07/31/2017
ROYAL SECURITIES COMPANY (HOLLAND MI)
MI
05/01/2006 - 12/03/2013
CETERA INVESTMENT SERVICES LLC (HOLLAND MI)
MI
06/21/1999 - 05/03/2006
EDWARD JONES (HOLLAND MI)
OH
10/01/1997 - 06/15/1999
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
MI
08/13/1996 - 10/01/1997
FMB INVESTMENT SERVICES (HOLLAND MI)
BC
Issued 08/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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