Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackie? Claim Your ProfileJackie Lee Bixby is a financial advisor at UTA LLC. Jackie has been in the financial services industry for over 20 years, Jackie has a strong track record of success in helping clients achieve their financial goals. Jackie specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Jackie is dedicated to providing her clients with personalized advice and guidance to help them make informed financial decisions.
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.
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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NV
08/26/2021 - Present
UTA LLC (Mesquite NV)
WA
08/02/2021 - 12/31/2022
PURSHE KAPLAN STERLING INVESTMENTS (Vancouver WA)
OR
01/03/2011 - 08/05/2021
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)
OR
08/07/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
NJ
06/09/1999 - 08/23/2002
E*TRADE SECURITIES, INCORPORATED (JERSEY CITY NJ)
IA
Issued 11/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/1999
Series 4 - Registered Options Principal Examination
BC
Issued 12/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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