Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jillian? Claim Your ProfileJillian White is a financial advisor with Principal Securities, Inc. Jillian has over 15 years of experience in the financial industry. Jillian has a wide range of experience, having worked with a variety of firms including J.P. MORGAN SECURITIES LLC, MORGAN STANLEY, CETERA ADVISORS LLC, and UBS FINANCIAL SERVICES INC.. Jillian is licensed in Iowa and New Jersey, holds Series 7, 10, 24, 66 and SIE licenses. Jillian specializes in providing financial planning, portfolio management for individuals, and pension consulting services.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
08/02/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
NJ
10/10/2017 - 07/04/2023
J.P. MORGAN SECURITIES LLC (Jersey City NJ)
NY
07/07/2017 - 07/31/2017
MORGAN STANLEY (PURCHASE NY)
CA
11/16/2015 - 04/25/2017
GIRARD SECURITIES, INC. (EL SEGUNDO CA)
CA
02/17/2015 - 04/25/2017
FIRST ALLIED SECURITIES, INC. (El Segundo CA)
CA
02/17/2015 - 04/25/2017
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
CA
11/26/2014 - 04/25/2017
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
11/26/2014 - 04/25/2017
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
11/26/2014 - 04/25/2017
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
09/26/2014 - 04/25/2017
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
02/17/2015 - 12/31/2016
LEGEND EQUITIES CORPORATION (El Segundo CA)
CA
11/16/2015 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (el segundo CA)
CA
02/17/2015 - 11/09/2016
INVESTORS CAPITAL CORP. (EL SEGUNDO CA)
CA
02/17/2015 - 12/23/2015
J.P. TURNER & COMPANY, L.L.C. (El Segundo CA)
NJ
04/30/2007 - 09/05/2014
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 02/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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