Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackie? Claim Your ProfileJackie Ann Wilson is a financial professional with over 20 years of experience in the industry. Jackie is currently registered with Park Avenue Securities LLC and has a Series 6 and SIE license. Jackie has previously held positions with GUARDIAN INVESTOR SERVICES LLC and PRUCO SECURITIES CORPORATION. Jackie is located in Bethlehem, PA.
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.
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
PA
03/31/2015 - Present
Park Avenue Securities LLC (BETHLEHEM PA)
PA
08/24/2000 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (BETHLEHEM PA)
NJ
07/26/1996 - 05/02/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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