Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adele? Claim Your ProfileAdele Jacques is a financial advisor registered with Raymond James & Associates, Inc., with 20 years of experience in the financial services industry. Adele holds the Series 7, Series 63 and Series 66 licenses and has extensive experience working with individuals, high-net-worth clients, corporations, and pension and profit sharing plans. Previously, Adele worked for UBS Financial Services Inc. and Morgan Stanley DW Inc., giving her a broad range of experience and exposure across different financial institutions.
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.
Please see note in schedule d - miscellaneous
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
ME
05/20/2014 - Present
Raymond James & Associates, Inc. (PORTLAND ME)
ME
02/19/2003 - 05/29/2014
UBS FINANCIAL SERVICES INC. (PORTLAND ME)
NY
05/09/2000 - 01/13/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 04/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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