Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Sheahan is a financial advisor with over 30 years of experience in the industry. Jacqueline is registered with BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. Jacqueline has experience providing financial planning, portfolio management for businesses and individuals, and other advisory services to clients. Jacqueline has been with BOK Financial Securities, Inc. since April 2002. Jacqueline is also registered with the state of Texas as an investment advisor representative.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
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2
TX
03/07/2005 - Present
BOK Financial Securities, Inc. (Houston TX)
OH
01/12/1993 - 03/04/2002
HUNTINGTON CAPITAL CORP. (COLUMBUS OH)
OH
04/30/1991 - 01/14/1993
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
NY
04/23/1987 - 04/22/1991
CHEMICAL SECURITIES, INC. (NEW YORK NY)
IA
Issued 03/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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