Unclaimed
Jillian Blanchard is a financial advisor with over 13 years of experience in the financial services industry. Jillian is a registered representative with Ameriprise Financial Services, LLC. Jillian is registered to offer securities products and advisory services in multiple states, including Massachusetts, Rhode Island, Florida, California, and more. She is also a registered investment advisor in Rhode Island. Jillian holds a Series 66, Series 7, and SIE licenses, as well as other professional certifications. She has a strong track record of providing financial planning and investment management services to individuals, families, and businesses.
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.
Asset allocation 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.
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2
MA
11/16/2011 - Present
Ameriprise Financial Services, LLC (FALL RIVER MA)
BOTH
Issued 11/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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