Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Bosland is a financial advisor with Wells Fargo Clearing Services, LLC. Jill has been working in the financial industry since 1999. She has a wide range of experience, including providing investment advice, managing financial plans, and assisting clients with retirement planning. Jill is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, and 66 licenses. She is also registered to sell securities in multiple states. Jill is dedicated to providing her clients with personalized service and helping 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.
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.
Investment consulting services to institutional clients
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
AZ
08/31/2021 - Present
Wells Fargo Clearing Services, LLC (TUCSON AZ)
AZ
08/16/2021 - 09/07/2021
PNC INVESTMENTS (TUCSON AZ)
AZ
05/16/2013 - 08/16/2021
BBVA SECURITIES INC. (TUCSON AZ)
AZ
05/22/2009 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (TUCSON AZ)
AZ
07/12/1999 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GREEN VALLEY AZ)
CA
09/28/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 05/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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