Unclaimed
Jillian Horne Rhyner is a financial advisor with Janney Montgomery Scott LLC, a firm that manages between $1 billion and $10 billion in assets. Jillian has been in the financial services industry since 2007, and holds both Series 7 and Series 66 securities licenses. Jillian also holds the SIE and Series 31 licenses. Jillian has a CFP designation and has a branch office location in Cary, NC. She is currently registered with both FINRA and the states of North Carolina and Texas. Jillian previously worked at Morgan Stanley.
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.
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.
Fee plus commission
1
2
NC
05/01/2020 - Present
Janney Montgomery Scott LLC (Cary NC)
NC
06/01/2009 - 05/04/2020
MORGAN STANLEY (CARY NC)
NC
06/27/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RALEIGH NC)
BOTH
Issued 07/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 06/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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