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JG

Jill A. Grossman-belisle

Some features on this profile are disabled
CRD#: 2664196
JG

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 A Grossman-belisle, who also goes by Jill A Grossman, Jill Ann Grossman-belisle, was a registered financial professional .

Jill is a previously registered financial professional and started their career in finance in 1995. Jill had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jill A Grossman | Jill Ann Grossman-Belisle

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®
None

Experience

Past

October 28, 2013 - January 6, 2017

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
FORT COLLINS, CO
Past

January 3, 2011 - February 16, 2012

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
FT. COLLINS, CO
Past

April 6, 2010 - December 31, 2010

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
FT. COLLINS, CO
Past

March 30, 2010 - December 31, 2011

REA CAPITAL MANAGEMENT, LLC

RIA
CRD#: 127485
FORT COLLINS, CO
Past

October 1, 2007 - April 10, 2008

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
FORT COLLINS, CO
Past

October 1, 2007 - April 10, 2008

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
FORT COLLINS, CO
Past

April 11, 2006 - October 29, 2007

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
FORT COLLINS, CO
Past

January 9, 2002 - October 29, 2007

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
FORT COLLINS, CO
Past

October 11, 1995 - December 31, 1999

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA

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
RR
IAR
Series 66
Date: 11/30/2005
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/10/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/6/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/28/1997
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/10/1995
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/30/2005
General Securities Principal Examination

Current Firm

TO
THE O.N. EQUITY SALES COMPANY
THE O.N. EQUITY SALES COMPANY

CRD#: 2936 / SEC#: , 8-14161

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
One Financial Way, Cincinnati, OH 45242
Mailing Address
P.o. Box 371, Cincinnati, OH 45201-0371
Phone number
(513) 794-6794
Established
Ohio since 08/22/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CONSTELLATION INSURANCE, INC.PARENT COMPANY
VANHOY, ANDREW JOSEPHDIRECTOR & CHIEF COMPLIANCE OFFICER3012299
WESTBROCK, NANCY MCHARIMAN, PRESIDENT & CHIEF EXECUTIVE OFFICER5637288

Disclosures

Regulatory Event7
Arbitration2

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

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

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