Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Kimmel is a financial advisor at Raymond James Financial Services Advisors, Inc. Jacqueline Kimmel has been in the financial industry since November 1997 and is licensed to provide investment advisory services in Texas and Pennsylvania. Jacqueline Kimmel is also registered to provide securities services in 29 states. Jacqueline Kimmel has a variety of specializations, including retirement planning, college savings, and estate planning. In addition to her work at Raymond James Financial Services Advisors, Inc., Jacqueline Kimmel is also the owner of evolve Financial Planning, Inc., a financial planning firm. Jacqueline Kimmel also serves as a co-founder and member of the Honeymoon Investment Club.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
06/19/2017 - Present
Raymond James Financial Services Advisors, Inc. (HARRISBURG PA)
FL
12/01/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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