Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Renee Maines is a financial advisor with Morgan Stanley. Jill has been in the financial industry since 1990. Jill holds Series 7 and Series 63 licenses and the SIE exam. Jill is registered with the state of California, Texas, and 51 other states. Jill is currently registered with Morgan Stanley and has previously worked at Citigroup Global Markets Inc., Everen Securities, Inc., and Smith Barney, Harris Upham & Co., Incorporated. Jill has an extensive background in financial planning and asset allocation advice. Jill provides investment advice to a wide range of clients, including individuals, businesses, investment companies, charitable organizations, and insurance companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/11/2020 - Present
Morgan Stanley (San Francisco CA)
CA
08/03/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
MO
06/29/1992 - 06/24/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
08/22/1990 - 06/18/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BC
Issued 01/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jill Maines is the right advisor for you? Invested Better is here to help.
