Unclaimed
Jillian Blacken is a financial professional with over 10 years of experience in the industry. Jillian is currently registered with Sanford C. Bernstein & Co., LLC and has previously worked with Goldman, Sachs & Co. and Citigroup Global Markets Inc. Jillian has a strong background in securities, with experience in portfolio management for pooled investment vehicles. Jillian is a Series 7 and Series 63 licensed professional, as well as holding the SIE exam. Jillian's focus is providing high-quality financial advice to her clients.
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.
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
PA
09/20/2011 - Present
Sanford C. Bernstein & CO., LLC (PHILADELPHIA PA)
NY
09/03/2009 - 09/22/2011
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
08/22/2006 - 08/30/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 03/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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