Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Walsh is a financial advisor at LPL Financial LLC and has been in the industry since April 24, 2000. Jill has a strong background in providing financial advice to individuals, businesses, and institutions. Jill holds Series 6 and 63 licenses. Jill is a highly experienced financial advisor with a deep understanding of the financial markets and a commitment to providing personalized service to each client.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
05/02/2023 - Present
LPL Financial LLC (TROY NY)
NY
09/21/2016 - 10/10/2022
KEY INVESTMENT SERVICES LLC (BRUNSWICK NY)
NY
05/12/2014 - 09/21/2016
LPL FINANCIAL LLC (TROY NY)
NY
01/01/2005 - 05/15/2012
HSBC SECURITIES (USA) INC. (TROY NY)
NY
10/09/1997 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BC
Issued 10/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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