Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Nicole Barker is a financial advisor with over 15 years of experience in the industry. Jaclyn is currently registered with Robert W. Baird & Co. Inc., where she has been employed since October 2019. Previously, Jaclyn was employed with J.J.B. HILLIARD, W.L. LYONS, LLC from January 2008 until October 2019. Jaclyn is licensed to offer securities and investment advice in 32 states.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
KY
07/26/2021 - Present
Robert W. Baird & Co. Inc. (Louisville KY)
KY
02/08/2008 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
TN
11/08/2004 - 09/14/2006
ING FINANCIAL ADVISERS, LLC (BRENTWOOD TN)
BOTH
Issued 04/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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