Unclaimed
Jacqueline Butterworth is an active registered representative with LPL Financial LLC, a leading independent broker-dealer. Jacqueline has extensive experience in the financial services industry, having served as a registered representative since 2010. Jacqueline is dedicated to providing clients with personalized financial advice and services, helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NC
04/16/2021 - Present
LPL Financial LLC (CHARLOTTE NC)
CO
01/04/2021 - 04/05/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MA
05/01/2014 - 01/04/2021
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
12/22/2010 - 05/01/2014
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
BC
Issued 01/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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