Unclaimed
Jill Michelle Pazur is a financial advisor with Truist Advisory Services, Inc. Jill has over 30 years of experience in the financial services industry. Jill is registered to provide investment advice in 53 states and the District of Columbia. Jill's specializations include Retirement Planning, College Savings Plans, Estate Planning, Insurance, and Annuities. Jill provides financial planning, portfolio management, and other advisory services. Jill is also a published author and a frequent speaker at financial seminars.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
09/09/2016 - Present
Truist Advisory Services, Inc. (JUPITER FL)
FL
02/19/2002 - 04/20/2016
WELLS FARGO ADVISORS, LLC (PALM BEACH GARDENS FL)
NC
02/14/2000 - 02/20/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
10/14/1999 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NY
03/08/1996 - 08/26/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
09/06/1995 - 02/14/1996
SMITH BARNEY INC. (NEW YORK NY)
NA
12/13/1988 - 06/05/1993
PRUDENTIAL MUTUAL FUND DISTRIBUTORS, INC.
BOTH
Issued 02/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/30/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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