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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jillian? Claim Your ProfileJillian Marie Pleakis is a financial advisor with Morgan Stanley. Jillian has been in the securities industry since November 30, 2006. Jillian is registered with the state of New York. Jillian has experience in various investment products and services, including portfolio management for individuals, businesses, and investment companies. Jillian also provides financial planning, asset allocation advice, and educational seminars. Jillian is registered with the following organizations: FINRA, the state of Texas, and the state of New York. Jillian has passed the following exams: Series 63, Series 65, Series 7, Series 9, Series 10, and SIE. Jillian has worked for Morgan Stanley and Citigroup Global Markets Inc. in the past.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/19/2011 - Present
Morgan Stanley (Olean NY)
NY
11/30/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OLEAN NY)
IA
Issued 08/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/30/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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