Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Melanie Perry is a financial professional with over 20 years of experience in the industry. Jill is currently registered with First Citizens Investor Services, Inc., and is located in the Raleigh, North Carolina branch office. Prior to joining First Citizens Investor Services, Inc. Jill was employed with COMERICA SECURITIES in Dallas, Texas, FINANCIAL NETWORK INVESTMENT CORPORATION in El Segundo, California, CONSECO FINANCIAL SERVICES, INC. in Carmel, Indiana, and INVEST FINANCIAL CORPORATION in Appleton, Wisconsin. Jill holds Series 63 and Series 7 licenses. Jill specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations.
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.
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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NC
12/15/2015 - Present
First Citizens Investor Services, Inc. (RALEIGH NC)
TX
02/01/2005 - 11/04/2015
COMERICA SECURITIES (DALLAS TX)
CA
02/01/2000 - 05/28/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IN
01/11/1999 - 09/02/1999
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
WI
12/20/1995 - 05/01/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 01/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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