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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 Tokarczyk is a financial advisor with Morgan Stanley. Jill has been in the industry for over 40 years, working previously with Citigroup Global Markets Inc., Lehman Brothers Inc., and Foster & Marshall Inc. Jill has a strong background in investments, futures, and securities. Jill holds Series 3, 7, and 63 licenses. She is registered in 23 states and holds several other certifications and designations. Jill is dedicated to providing personalized financial advice and helping her clients achieve their financial goals.
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
WA
06/01/2009 - Present
Morgan Stanley (Olympia WA)
WA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OLYMPIA WA)
NY
09/09/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/20/1983 - 09/18/1985
FOSTER & MARSHALL INC.
BC
Issued 11/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1983
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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