Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Mayer is a financial advisor with over 40 years of experience in the industry. Jacqueline is currently registered with Avantax Advisory Services and has been in the financial services industry since 1982. Jacqueline holds the Series 7, 24, and 63 licenses, as well as the SIE. Jacqueline is also a Certified Financial Planner. Jacqueline provides financial planning, portfolio management, and other services to individuals, businesses, and retirement plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
03/03/2022 - Present
Avantax Advisory Services (CAMPBELL CA)
CA
09/08/2009 - 03/30/2022
LPL FINANCIAL LLC (SAN JOSE CA)
CA
04/08/2009 - 09/08/2009
ASSOCIATED SECURITIES CORP. (SAN JOSE CA)
CA
04/02/1985 - 04/09/2009
FSC SECURITIES CORPORATION (SAN JOSE CA)
NA
07/22/1982 - 04/16/1985
WADDELL & REED, INC.
BC
Issued 01/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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