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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Rebecca Young is a registered investment advisor representative with Hightower Advisors, LLC. Jill has been in the financial services industry since 2002. Jill has a Series 7, Series 24, and Series 65 licenses. Jill has experience in various areas of financial services including financial planning, portfolio management for individuals and businesses, and pension consulting. Jill has worked for several financial institutions, including Triad Advisors, Inc., Capital Analysts, Incorporated, and Gupta Wealth Management. Jill specializes in providing financial advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CA
07/15/2019 - Present
Hightower Advisors, LLC (Beverly Hills CA)
WA
11/14/2006 - 04/17/2009
TRIAD ADVISORS, INC. (BELLEVUE WA)
OH
08/06/2002 - 12/02/2004
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IA
Issued 10/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 08/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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