Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacklyn? Claim Your ProfileJacklyn King is a financial advisor with Wells Fargo Clearing Services, LLC. Jacklyn has been in the financial industry since August 2005 and has a strong track record of providing financial advice to individuals and businesses. Jacklyn is registered with FINRA and holds the Series 7, Series 66, and Series SIE licenses. Jacklyn is also registered as an Investment Advisor Representative in Ohio and Texas. Jacklyn's previous experience includes working at Nuveen Securities, LLC and American Express Financial Advisors Inc. Jacklyn specializes in providing investment advice, financial planning, and portfolio management services. Jacklyn is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
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.
Investment consulting services to institutional clients
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
OH
05/18/2022 - Present
Wells Fargo Clearing Services, LLC (KETTERING OH)
IL
10/28/2011 - 08/07/2020
NUVEEN SECURITIES, LLC (CHICAGO IL)
MN
05/14/2003 - 07/09/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/14/2003 - 07/09/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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