Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jillian? Claim Your ProfileJillian Dempsey is a financial advisor with Rockefeller Financial LLC, with offices in Wilmington, NC and Atlanta, GA. Jillian has been in the industry since August 2013 and has a Series 66, Series 7, Series 9, Series 10, and SIE license. Jillian is also a Certified Financial Planner. Jillian is registered in 26 states and has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
09/15/2023 - Present
Rockefeller Financial LLC (Wilmington NC)
NC
08/14/2013 - 09/26/2023
UBS FINANCIAL SERVICES INC. (WILMINGTON NC)
BOTH
Issued 05/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/10/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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