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Jill R Boor

Cetera Investment Services LLC

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About Jill R Boor

Jill Boor is a financial professional with over a decade of experience in the industry. Jill is currently registered with Cetera Investment Services LLC. Jill has worked with Cetera Financial Specialists LLC, Cetera Advisors LLC, and Cetera Advisor Networks LLC in the past. Jill has passed the Securities Industry Essentials Examination and the Operations Professional Examination.

Firm Information

Jill Boor is currently registered with Cetera Investment Services LLC. Cetera Investment Services LLC is a Limited Liability Company formed on November 30, 2012, and approved to operate in 53 states and the District of Columbia. The firm has 1 approved SEC registration and 53 approved state registrations. Cetera Investment Services LLC has a history of regulatory events (11 reported) and arbitration disclosures (3 reported).

Not reported

Assets Under Management

Not reported

Total Clients

372

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jill Boor’s Registration & Firm History

IA

04/29/2016 - Present

Cetera Investment Services LLC (WEST DES MOINES IA)

IA

10/19/2020 - 09/08/2022

FIRST ALLIED SECURITIES, INC. (W Des Moines IA)

IA

07/09/2015 - 12/03/2019

SUMMIT BROKERAGE SERVICES, INC. (W Des Moines IA)

IA

07/09/2015 - 11/02/2017

GIRARD SECURITIES, INC. (W DES MOINES IA)

IA

07/09/2015 - 11/09/2016

INVESTORS CAPITAL CORP. (WEST DES MOINES IA)

IA

07/09/2015 - 11/09/2016

VSR FINANCIAL SERVICES, INC. (West Des Moines IA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2013

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jill R Boor.
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