Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Michelle Orlando is a financial advisor at UBS Financial Services Inc. Jill has been in the industry since 1999 and holds the Series 63, Series 7 and SIE licenses. Jill has previously worked at PARK CAPITAL SECURITIES, LLC, THE CONCORD EQUITY GROUP, LLC, GENEVA CAPITAL CORP., and BLUESTONE CAPITAL PARTNERS, L.P. Jill specializes in portfolio management for individuals, businesses and investment companies. Jill works with a wide range of clients including individuals, high net worth individuals, corporations, insurance companies, pension and profit sharing plans, charitable organizations, and state or municipal government entities.
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
CT
06/23/2005 - Present
UBS Financial Services Inc. (STAMFORD CT)
NY
01/29/2001 - 01/15/2004
PARK CAPITAL SECURITIES, LLC (NEW YORK NY)
NJ
11/16/1999 - 01/11/2001
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
NY
03/25/1999 - 11/17/1999
GENEVA CAPITAL CORP. (NEW YORK NY)
NY
03/12/1999 - 03/24/1999
BLUESTONE CAPITAL PARTNERS, L.P. (NEW YORK NY)
BC
Issued 05/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1999
Series 7 - General Securities Representative 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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