Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Nicole Simmons is an investment advisor representative at Cambridge Investment Research Advisors, Inc.. Jill is currently registered in Iowa and has been in the industry since February 4, 2024. She holds the Series 7TO and SIE licenses. Jill previously worked as a stay at home mom and before that for the Ottumwa Community School District. She specializes in serving high-net-worth individuals, pension and profit-sharing plans, state or municipal government entities, and individuals other than high-net-worth clients.
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.
Solicitation fees from 3rd party money managers
1
2
IA
11/05/2024 - Present
Cambridge Investment Research Advisors, Inc. (Fairfield IA)
BC
Issued 02/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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