Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Parker is a financial advisor who has been in the industry since 1996. Jack is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked with Wells Fargo Clearing Services, LLC, Chase Investment Services Corp., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, A. G. Edwards & Sons, Inc., and First Union Securities, Inc. Jack is also a registered investment advisor in Texas. He is currently licensed to provide financial advice in the following states: Alabama, Arizona, Arkansas, California, Delaware, District of Columbia, Florida, Indiana, Nebraska, Nevada, North Carolina, Oklahoma, Pennsylvania, Tennessee, Texas, Utah, Virginia, and Wisconsin. Jack specializes in portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
11/30/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRISCO TX)
TX
04/29/2005 - 12/08/2017
WELLS FARGO CLEARING SERVICES, LLC (PLANO TX)
IL
04/22/2003 - 05/06/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IN
07/30/2002 - 04/11/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/30/2002 - 04/11/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MO
08/17/2001 - 07/18/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
05/11/1998 - 08/23/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
TX
01/16/1996 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
IA
Issued 06/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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