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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jillianne? Claim Your ProfileJillianne Wilkinson is a financial advisor with Stonex Advisors Inc. Jillianne has been in the financial services industry since 1999. Jillianne holds a Series 7, Series 24, and Series 66 licenses. Jillianne has worked at several financial institutions, including Synergy Investment Group, LLC, Main Street Securities, LLC, and Excalibur Financial Group, Inc. Jillianne specializes in financial planning, portfolio management, and pension consulting.
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.
Financial consulting services
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.
1
2
AL
08/14/2017 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
WY
07/01/2004 - 03/07/2012
SYNERGY INVESTMENT GROUP, LLC (CHEYENNE WY)
KS
02/20/2002 - 07/01/2004
MAIN STREET SECURITIES, LLC (HAYS KS)
CO
10/19/1999 - 02/19/2002
EXCALIBUR FINANCIAL GROUP, INC. (FORT COLLINS CO)
BOTH
Issued 03/31/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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