Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jillian? Claim Your ProfileJillian Ylo is a Certified Financial Planner and investment advisor representative who is currently registered with Bridges Investment Management Inc. in Omaha, Nebraska. Jillian has been in the industry since July 2020 and is licensed to provide investment advice in Nebraska. Jillian holds the Series 66 and Series 7TO licenses. Prior to joining Bridges Investment Management Inc., Jillian worked for Vanguard Marketing Corporation. Jillian specializes in providing investment advice to individuals, corporations, investment companies, and charitable organizations. Jillian also provides financial planning, portfolio management, and educational seminars.
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.
Securities research 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.
A percentage of the total value of assets under management is charged.
Consulting
1
2
NE
11/17/2022 - Present
Bridges Investment Management Inc. (OMAHA NE)
PA
07/13/2020 - 11/10/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 08/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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