Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Adams Peal is a financial advisor with CWM, LLC in Omaha, Nebraska. Jaclyn has been working in the financial services industry since 2007. Jaclyn has experience in a number of financial disciplines including portfolio management, financial planning, and business consulting. Previously, Jaclyn worked for Securities America, Inc. in LaVista, Nebraska and Northern Lights Distributors, LLC in Omaha, Nebraska. Jaclyn holds Series 4, 7, 24, 31, 52TO, 53, and 66 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
08/03/2020 - Present
CWM, LLC (OMAHA NE)
NE
04/01/2015 - 08/23/2019
NORTHERN LIGHTS DISTRIBUTORS, LLC (OMAHA NE)
NE
11/04/2008 - 03/06/2015
SECURITIES AMERICA, INC. (LAVISTA NE)
PA
07/26/2007 - 09/03/2008
MORGAN STANLEY & CO. INCORPORATED (ERIE PA)
BOTH
Issued 08/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2010
Series 4 - Registered Options Principal Examination
BC
Issued 12/01/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/08/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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