Unclaimed
Jill Mcaleese Rowe is an investment advisor representative with Raymond James & Associates, Inc. Jill has been in the securities industry since 1984 and has a wealth of experience in providing financial advice to clients. Jill is registered in 17 states. Jill is committed to providing her clients with personalized financial advice that helps them achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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
MS
12/21/2018 - Present
Raymond James & Associates, Inc. (RIDGELAND MS)
MS
04/04/1990 - 08/05/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIDGELAND MS)
NY
03/30/1984 - 11/08/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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