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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Michele Epstein is a financial advisor with over 30 years of experience in the financial services industry. Jill has held various positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Advest, Inc., and Lebenthal & Co., Inc. Jill currently works at UBS Financial Services Inc. and is registered as a broker-dealer in New York, Pennsylvania and Texas. Jill also holds the Series 3, Series 7, Series 63, and Series 65 licenses. Jill has a broad range of experience in advising individuals, families, and businesses on various financial matters, including investments, retirement planning, and estate planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
08/14/2007 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
03/08/2006 - 03/28/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
06/07/2002 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
NY
01/09/1995 - 06/07/2002
LEBENTHAL & CO., INC. (NEW YORK NY)
NY
11/13/1989 - 11/16/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 04/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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