Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline De la Chapelle is a financial advisor with Schwab Wealth Advisory, Inc. in San Francisco, California. Jacqueline has over 19 years of experience in the financial services industry. She is a Certified Financial Analyst and holds Series 7, 65 and 66 licenses. Jacqueline is registered in 21 states. Her previous experience includes working as a Financial Advisor at MORGAN STANLEY. Jacqueline specializes in providing financial planning, portfolio management for individuals and businesses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CA
10/04/2021 - Present
Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)
CA
02/14/2017 - 06/30/2021
MORGAN STANLEY (San Francisco CA)
BOTH
Issued 03/23/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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