Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackie? Claim Your ProfileJackie Sue Shupe is a financial advisor with LPL Financial LLC. Jackie has been in the financial industry since May 10, 1991, and has experience working with various firms, including Raymond James Financial Services, Inc., Cetera Investment Services LLC, Mark Twain Brokerage Services, Inc. and Infinet Securities, Inc. Jackie is registered in 26 states and is also a registered investment advisor in Missouri and Texas. Jackie specializes in providing financial planning, portfolio management and consulting services to individuals, businesses, pension plans and charitable organizations.
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.
1
2
MO
04/15/2020 - Present
LPL Financial LLC (COLUMBIA MO)
MO
10/14/2015 - 04/21/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (Columbia MO)
MO
03/19/1997 - 10/13/2015
CETERA INVESTMENT SERVICES LLC (COLUMBIA MO)
NA
01/03/1994 - 03/27/1997
MARK TWAIN BROKERAGE SERVICES, INC.
NA
05/10/1991 - 01/01/1994
INFINET SECURITIES, INC.
BC
Issued 05/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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