Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackie lou? Claim Your ProfileJackie lou Daclan Davolio-raquidan has been a registered representative in the financial industry since 2007. Jackie lou has a proven track record of success in providing comprehensive financial services to a wide range of clients. Jackie lou has experience in a variety of financial services, including investment management, financial planning, and retirement planning. Jackie lou currently holds registrations with LPL Financial LLC and Cuso Financial Services, LP. Jackie lou is dedicated to providing personalized and client-focused financial advice. Jackie lou has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
08/02/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
04/20/2016 - 06/24/2020
UNIONBANC INVESTMENT SERVICES, LLC (PALO ALTO CA)
CA
02/17/2015 - 03/21/2016
LPL FINANCIAL LLC (SANTA CLARA CA)
CA
05/16/2013 - 02/18/2015
BBVA SECURITIES INC. (SAN CARLOS CA)
CA
08/03/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (LODI CA)
CA
04/05/2010 - 07/18/2012
UNIONBANC INVESTMENT SERVICES, LLC (PALO ALTO CA)
CA
06/26/2007 - 01/04/2010
WELLS FARGO ADVISORS, LLC (HAYWARD CA)
BC
Issued 09/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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