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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelin? Claim Your ProfileJacquelin Moody is a financial professional with over 40 years of experience in the financial services industry. Jacquelin is a CERTIFIED FINANCIAL PLANNER™ professional with a strong background in investment advisory services. Jacquelin has been registered with Cetera Investment Advisers LLC since March 2024, and prior to that, worked with LPL Financial LLC for 17 years. Jacquelin specializes in financial planning, portfolio management, and pension consulting. Jacquelin holds several licenses and certifications, including Series 6, 7, 8, 24, 31, and 63 licenses, along with the Series 65 license.
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.
1
2
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (TOLEDO OH)
MI
11/24/2000 - 11/07/2017
LPL FINANCIAL LLC (LIVONIA MI)
CT
06/30/1995 - 11/27/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
12/08/1995 - 02/10/1997
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
FL
02/07/1995 - 12/15/1995
FINANCIAL SERVICES INTERNATIONAL CORP. (BOCA RATON FL)
WA
01/11/1995 - 02/14/1995
MADISON GROUP SECURITIES INC. (FEDERAL WAY WA)
FL
03/30/1993 - 12/30/1994
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MI
01/20/1992 - 04/06/1993
NORTH AMERICAN FINANCIAL GROUP, INC. (WARREN MI)
NA
07/05/1989 - 01/24/1992
SIGMA FINANCIAL CORPORATION
MI
12/23/1986 - 01/24/1992
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
NJ
07/11/1986 - 05/25/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
11/24/1987 - 06/23/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/26/1986 - 11/30/1987
SIGMA FINANCIAL CORPORATION
NA
06/03/1985 - 04/01/1986
E.I. SALES, INC.
NA
07/08/1981 - 06/21/1985
EQUICO SECURITIES, INC.
NA
07/08/1981 - 06/21/1985
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 12/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/15/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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