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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 Ruth Drago lamarche is a financial advisor with over 12 years of experience in the industry. Jill Ruth Drago lamarche is currently registered with Fidelity Personal AND Workplace Advisors, and previously worked at UBS FINANCIAL SERVICES INC., LINCOLN FINANCIAL ADVISORS CORPORATION, LINCOLN FINANCIAL SECURITIES CORPORATION, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, FIDELITY BROKERAGE SERVICES LLC, and FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC..
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.
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.
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NH
11/11/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NH
08/16/2018 - 01/21/2022
UBS FINANCIAL SERVICES INC. (MANCHESTER NH)
NH
08/01/2014 - 09/09/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (CONCORD NH)
NH
08/01/2014 - 09/09/2016
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
NH
05/20/2013 - 05/05/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MANCHESTER NH)
NH
04/04/2011 - 12/15/2011
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
11/09/2007 - 08/23/2010
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
02/14/2007 - 10/26/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MERRIMACK NH)
BOTH
Issued 11/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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