Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jillian? Claim Your ProfileJillian Beauregard has been in the financial industry since 2007. Jillian currently works at Fidelity Brokerage Services LLC and is registered to provide investment advice in all states. Jillian's primary area of expertise is in securities and investments, with a focus on investment company products and variable contracts. Jillian holds the Series 6, 7 and 63 licenses, as well as the SIE Exam. Jillian was previously employed at LPL Financial LLC and Fidelity Investments Institutional Services Company, Inc.
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.
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2
RI
10/12/2021 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
MA
01/03/2019 - 09/22/2021
LPL FINANCIAL LLC (BOSTON MA)
RI
01/03/2012 - 02/08/2017
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
08/12/2005 - 01/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 12/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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