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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 Allaire is a financial advisor with Fidelity Personal And Workplace Advisors. Jillian has been in the financial industry for over 9 years and has a combined state law exam, series 63, series 66, series 7, series 9, series 10, and SIE. Jillian holds licenses in Massachusetts, New Hampshire, Texas, and Utah. Jillian specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Jillian can provide financial planning, educational seminars, and selection of other advisors. Jillian also provides portfolio management for businesses and individuals.
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.
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.
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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NH
09/24/2024 - Present
Fidelity Personal AND Workplace Advisors (BOW NH)
NH
06/16/2014 - 08/22/2017
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 08/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/09/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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