Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Yoder is a financial advisor registered with Cetera Investment Advisers LLC. Jaclyn has been in the financial services industry since January 22, 2018. Jaclyn holds Series 66, Series 7, and SIE licenses and has been registered in Arizona since March 27, 2020, and is currently an Investment Adviser Representative. Jaclyn's previous experience includes working at Edward Jones and Wilde Wealth Management. Jaclyn works with individuals, high net worth individuals, corporations, pension plans, charitable organizations, and other investment advisors. The advisor offers a variety of services including financial planning, portfolio management, and pension consulting.
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.
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.
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AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
01/22/2018 - 06/04/2019
EDWARD JONES (SCOTTSDALE AZ)
BOTH
Issued 2/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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