Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackie? Claim Your ProfileJackie Lynn Williams is a registered representative with Raymond James & Associates, Inc. Jackie is a highly experienced advisor with over 30 years in the financial services industry. Jackie's career began in 1992 at Ameristar Capital Markets, Inc., where she gained valuable experience in the industry. Jackie has held positions at several other firms including Morgan Keegan & Company, Inc. and Morgan Stanley DW Inc., before joining Raymond James. Jackie holds the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) Exam. Jackie is registered to conduct business in 11 states and has an active registration with the Financial Industry Regulatory Authority (FINRA).
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.
Please see note in schedule d - miscellaneous
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
TN
10/01/2012 - Present
Raymond James & Associates, Inc. (NASHVILLE TN)
TN
08/16/2001 - 03/15/2013
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
NY
03/21/2000 - 08/06/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
WI
02/01/1997 - 01/24/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
08/12/1992 - 02/01/1997
AMERISTAR CAPITAL MARKETS, INC.
BC
Issued 08/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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