Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelin? Claim Your ProfileJacquelin Medeiros is a financial advisor with over 20 years of experience in the industry. Currently, Jacquelin is registered with Raymond James Financial Services, Inc. and holds a Series 7, Series 63, and SIE license. Previously, Jacquelin has worked with UBS Financial Services Inc., Wells Fargo Advisors Financial Network, LLC, RBC Capital Markets, LLC, and Investors Capital Corp. Jacquelin has extensive experience in the financial industry and is committed to providing her clients with personalized financial advice.
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.
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.
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MA
11/02/2023 - Present
Raymond James Financial Services, Inc. (Newton MA)
MA
04/29/2022 - 08/02/2023
RBC CAPITAL MARKETS, LLC (BOSTON MA)
MA
10/13/2021 - 04/11/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WELLESLEY MA)
MA
04/06/2018 - 11/02/2021
UBS FINANCIAL SERVICES INC. (BOSTON MA)
RI
03/06/2015 - 03/22/2018
VOYA FINANCIAL ADVISORS, INC. (MIDDLETOWN RI)
MA
09/11/2009 - 03/12/2015
INVESTORS CAPITAL CORP. (FALL RIVER MA)
MA
11/16/2000 - 09/16/2009
LPL FINANCIAL CORPORATION (FALL RIVER MA)
BC
Issued 12/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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