Jillian Pelkey (CRD# 6598486) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Coventry, CT and has over 5 years of experience in the finance industry.
CRD# 2756063
Advice And Planning Services
CRD# 5623606
Citizens Securities, Inc.
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Coventry, CT | Dec 2018 - Current | 5 |
| Charles Schwab Bank | West Hartford, CT | Dec 2018 - Current | 5 |
| Mackinstry Financial & Investments LLC | Clinton, CT | Jan 2016 - Nov 2018 | 2 |
| Salt Meadow Academy | Clinton, CT | May 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- CT
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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