Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Baldwin is an investment professional with over 30 years of experience in the financial services industry. Jacqueline has held a variety of roles at various financial institutions, including Commonwealth Financial Network, ING Financial Partners, Inc., and ING Financial Advisors, LLC. Jacqueline holds licenses in multiple states and is registered with Oneamerica Securities, Inc. Jacqueline specializes in providing financial planning, investment management, and pension consulting services to individuals and businesses. Jacqueline is dedicated to providing her clients with the highest level of service and guidance.
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.
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2
CT
10/15/2020 - Present
Oneamerica Securities, Inc. (SOUTH WINDSOR CT)
CT
04/17/2013 - 09/13/2017
COMMONWEALTH FINANCIAL NETWORK (FARMINGTON CT)
CT
01/03/2011 - 04/18/2013
ING FINANCIAL PARTNERS, INC. (FARMINGTON CT)
CT
10/29/2001 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (MIDDLETOWN CT)
SC
12/02/1998 - 08/22/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
PA
02/24/1997 - 12/01/1998
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
03/01/1996 - 12/02/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
11/18/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
FL
06/10/1991 - 10/04/1994
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
PA
08/01/1986 - 05/20/1991
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
IA
Issued 02/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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