Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stephen Jilling has been in the financial services industry since August 2001. Michael is currently a registered representative with LPL Financial LLC. Michael has held previous roles at CCO Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc. Michael has offices located in Wakefield, Rhode Island. Michael holds the Series 7, Series 31, and Series 66 licenses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
RI
04/30/2019 - Present
LPL Financial LLC (WAKEFIELD RI)
RI
12/16/2009 - 08/20/2013
CCO INVESTMENT SERVICES CORP. (N. PROVIDENCE RI)
RI
08/18/2005 - 12/16/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
NY
08/21/2001 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Jilling is the right advisor for you? Invested Better is here to help.
