Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charline? Claim Your ProfileCharline Jacques is a financial advisor with Fidelity Personal And Workplace Advisors. Charline has been working in the financial services industry since August 2019. Prior to joining Fidelity, Charline worked at LPL FINANCIAL LLC. Charline is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Charline is also registered with FINRA. Charline is a Series 66, Series 7TO, and SIE holder. Charline is also an owner of The Procrastilater and focuses on art, marketing, and graphic design.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/11/2022 - Present
Fidelity Personal AND Workplace Advisors (TAMPA FL)
FL
02/15/2019 - 07/02/2021
LPL FINANCIAL LLC (TALLAHASSEE FL)
BOTH
Issued 10/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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