Unclaimed
Jill Rae Powers is a financial advisor with over 30 years of experience in the industry. Jill has been a registered representative of Cambridge Investment Research Advisors, Inc. since 2010. Prior to that, Jill worked for NRP FINANCIAL, INC. and SKY INVESTMENTS, INC. Jill has a wide range of experience in the financial services industry, including financial planning, portfolio management, and insurance sales. Jill is a Certified Financial Planner and is committed to providing her clients with personalized financial advice to help them achieve their financial goals. Jill has branch offices in both Bryan, OH and Angola, IN.
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
OH
08/18/2016 - Present
Cambridge Investment Research Advisors, Inc. (BRYAN OH)
OH
03/24/2000 - 11/02/2010
NRP FINANCIAL, INC. (BRYAN OH)
OH
05/10/1993 - 03/24/2000
SKY INVESTMENTS, INC. (BRYAN OH)
IA
Issued 08/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/11/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jill Powers is the right advisor for you? Invested Better is here to help.