Unclaimed
Jillian Paradis Grimes is a financial professional with over 12 years of experience in the industry. Currently, Jillian is a registered representative with Cetera Investment Services LLC, based in Fort Worth, Texas. Jillian holds Series 6, 7, and 63 licenses as well as the SIE. Jillian has previously held positions at Foresters Financial Services, Inc., BOSC, Inc., Pointe Atlantic, and First Investors Corporation.
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.
1
2
TX
06/20/2019 - Present
Cetera Investment Services LLC (FT WORTH TX)
TX
03/16/2011 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (FORT WORTH TX)
TX
07/02/2009 - 02/28/2011
BOSC, INC. (FT. WORTH TX)
FL
04/17/2007 - 07/18/2008
POINTE ATLANTIC (TAMPA FL)
NJ
01/01/2005 - 01/30/2006
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 01/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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