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Jill Schlesinger

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CRD#: 2587365
JS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jill Schlesinger, CFP® was a registered financial advisor .

Jill is a previously registered financial advisor and started their career in finance in 1995. Jill had worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Past

May 28, 2003 - April 8, 2009

STRATEGIC POINT SECURITIES, LLC

BD
CRD#: 124753
PROVIDENCE, RI
Past

January 1, 2003 - December 31, 2006

STRATEGIC POINT RETIREMENT PLAN SERVICES LLC

RIA
CRD#: 124637
PROVIDENCE, RI
Past

January 1, 2003 - April 9, 2009

STRATEGICPOINT INVESTMENT ADVISORS LLC

RIA
CRD#: 124636
PROVIDENCE, RI
Past

February 22, 1995 - July 12, 2001

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 5/22/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/10/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/21/1995
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 11/14/2005
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/10/2003
General Securities Principal Examination

Current Firm

SP
STRATEGIC POINT SECURITIES, LLC
STRATEGIC POINT SECURITIES, LLC

CRD#: 124753 / SEC#: , 8-65724

BD
Terminated by SEC on 11/28/2017
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Contact information

Main Address
Mailing Address
Phone number
Established
Delaware since 10/07/2002
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
FI SERVICES HOLDINGS, LLC.MEMBER
AMEY, DEREK MICHAELMUNICIPAL PRINCIPAL/DIRECTOR OF OPERATIONS3063755
AMEY, DEREK MICHAELPRINCIPAL3063755
ANZELONE, RICHARD JOSEPHPRESIDENT/CEO4252619
ANZELONE, RICHARD JOSEPHCHIEF COMPLIANCE OFFICER4252619
FELICE, ANDREA REGINACFO/ FINOP5328290

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRATEGIC POINT SECURITIES, LLC

CRD#: 124753

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