Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jillian? Claim Your ProfileJillian Johnson is a financial professional with Stifel, Nicolaus & Company, Inc. Jillian is registered with the state of Arizona and New Mexico and holds Series 63, 50, 52TO, and SIE licenses. Jillian has over 2 years in the securities industry. Stifel, Nicolaus & Company, Inc. is a large firm with a strong focus on wealth management. The firm provides portfolio management for individuals and businesses. They also provide financial planning and other advisory 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.
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.
1
2
AZ
01/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (PHOENIX AZ)
BC
Issued 03/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2021
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 01/26/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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