Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jillian? Claim Your ProfileJillian Ashley Kucik is an investment advisor representative with Valic Financial Advisors, Inc., a firm with approximately 25,247,497,902 in assets under management. Jillian has been in the industry since 2011. Jillian has passed the Series 63, Series 66, Series 7, and SIE exams. Jillian is currently registered in Illinois, Indiana, and Michigan. Jillian's firm offers financial planning, portfolio management for individuals, and selection of other advisers. Jillian also has a position as an agent for AGIA, a non-securities insurance company.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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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2
IN
12/04/2019 - Present
Valic Financial Advisors, Inc. (MERRILLVILLE IN)
IN
06/23/2016 - 03/20/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERRILLVILLE IN)
IL
03/09/2012 - 07/28/2014
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
IL
02/23/2011 - 02/21/2012
RYDEX DISTRIBUTORS, LLC (SCHAUMBURG IL)
IL
06/01/2009 - 02/10/2011
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
IL
02/01/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
BOTH
Issued 08/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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