Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Wilson Richardson is a financial advisor who has been in the industry since 1989. Jill is currently registered with Oppenheimer & Co. Inc. in Florida and Arizona. Jill has held previous registrations with Citigroup Global Markets Inc. and Oppenheimer & Co., Inc., as well as J. W. Gant & Associates, Inc.. Jill is also a co-owner of the Gallery of Modern Masters in Sedona, Arizona, and has been involved in various other business ventures. Jill is a Registered Representative (Series 7) and a Registered Investment Advisor (Series 65). Jill is committed to providing her clients with comprehensive financial advice and services.
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.
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.
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.
1
2
FL
08/21/2009 - Present
Oppenheimer & Co. Inc. (FORT LAUDERDALE FL)
AZ
05/27/1997 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (SEDONA AZ)
NY
07/08/1992 - 05/30/1997
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
02/14/1989 - 07/29/1992
J. W. GANT & ASSOCIATES, INC.
IA
Issued 07/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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