Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Patricia Walsh is a financial advisor with Raymond James Financial Services Advisors, Inc. Jill has over 16 years of experience in the financial services industry and is licensed to provide financial advice in Michigan and Texas. She also holds the Series 66, Series 7, and SIE licenses. Jill has worked with various clients, including high-net-worth individuals, corporations, and pension plans. She specializes in financial planning, portfolio management, and retirement planning. Jill is committed to providing personalized financial advice to help clients achieve their financial goals. Prior to joining Raymond James Financial Services Advisors, Inc., Jill was an advisor at Edward Jones. Jill is also a co-founder of Highland Financial Group LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
03/01/2024 - Present
Raymond James Financial Services Advisors, Inc. (Vicksburg MI)
MI
02/22/2018 - 03/04/2024
EDWARD JONES (VICKSBURG MI)
BOTH
Issued 03/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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