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JILL MATESIC
Jill Matesic
CRD#: 4262645
IA
B
CHARLES SCHWAB & CO., INC.CRD#: 5393 EVANSTON, IL
0
Disclosures
22
Years of Experience
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State Registrations
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Alabama 12/3/2018
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Montana 1/2/2020
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Alaska 1/2/2020
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Nebraska 12/3/2018
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Arizona 12/3/2018
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Nevada 12/3/2018
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Arkansas 12/3/2018
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New Hampshire 1/2/2020
B
California 12/3/2018
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New Jersey 12/3/2018
B
Colorado 12/3/2018
B
New Mexico 12/3/2018
B
Connecticut 12/3/2018
B
New York 12/3/2018
B
Delaware 1/2/2020
B
North Carolina 12/4/2018
B
District of Columbia 1/2/2020
B
North Dakota 1/2/2020
B
Florida 12/9/2015
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Ohio 12/4/2018
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Georgia 12/3/2018
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Oklahoma 12/3/2018
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Hawaii 1/2/2020
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Oregon 12/3/2018
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Idaho 1/2/2020
B
Pennsylvania 12/3/2018
B
Illinois 12/9/2015
B
Puerto Rico 1/2/2020
IA
Illinois 12/9/2015
B
Rhode Island 1/2/2020
B
Indiana 12/3/2018
B
South Carolina 12/3/2018
B
Iowa 12/3/2018
B
South Dakota 1/2/2020
B
Kansas 12/3/2018
B
Tennessee 12/9/2015
B
Kentucky 12/3/2018
B
Texas 12/3/2018
B
Louisiana 12/3/2018
B
Utah 12/3/2018
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Maine 12/3/2018
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Vermont 12/3/2018
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Maryland 12/3/2018
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Virgin Islands 1/2/2020
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Massachusetts 12/3/2018
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Virginia 12/3/2018
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Michigan 12/3/2018
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Washington 12/3/2018
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Minnesota 12/3/2018
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West Virginia 12/3/2018
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Mississippi 1/2/2020
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Wisconsin 12/9/2015
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Missouri 12/3/2018
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Wyoming 1/2/2020
SRO Registrations
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IA
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| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/29/2012 - 12/11/2015 | CHICAGO, IL | |
B | 05/03/2012 - 11/12/2015 | CHICAGO, IL | |
B | 10/19/2000 - 07/23/2010 | NEW YORK, NY |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.