Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Matesic is a financial advisor with Charles Schwab & Co., Inc., based in Phoenix, Arizona. Jill has been in the financial services industry since 2002. She previously worked for Broadhaven Securities LLC and Goldman, Sachs & Co. Jill is a Series 3, Series 7, and Series 66 licensed professional.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
12/09/2015 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
IL
05/03/2012 - 11/12/2015
BROADHAVEN SECURITIES LLC (CHICAGO IL)
NY
10/19/2000 - 07/23/2010
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 12/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2000
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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