Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Strampel is a financial professional with over 16 years of experience in the industry. She has been registered with Cetera Investment Advisers LLC since January 2014 and has previously worked with Cetera Financial Specialists LLC. Jill holds several securities licenses including Series 6, 7, 24, and 66. She has been actively involved in serving clients in Arizona, California, Colorado, Florida, Georgia, Illinois, Massachusetts, Michigan, Nevada, Oregon, Utah, and Washington. Jill specializes in financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for both businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
01/04/2010 - Present
Cetera Investment Advisers LLC (SCHAUMBURG IL)
BOTH
Issued 10/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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