Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Anne Stacey is a financial advisor with over 17 years of experience in the industry. She is currently registered with Cambridge Investment Research Advisors, Inc., and holds Series 7, Series 63 and SIE licenses. Jacqueline is also a Certified Financial Planner. Jacqueline's previous experience includes roles with Private Client Services, LLC, Securities America, Inc., Sunset Financial Services, Inc., Signator Investors, Inc., NatCity Investments, Inc., and Fidelity Brokerage Services LLC. Jacqueline has a history of working with individual clients, pension and profit sharing plans, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
01/10/2018 - Present
Cambridge Investment Research Advisors, Inc. (Mason OH)
OH
01/02/2015 - 12/22/2017
PRIVATE CLIENT SERVICES, LLC (Cincinnati OH)
OH
11/14/2014 - 01/09/2015
SECURITIES AMERICA, INC. (CINCINNATI OH)
OH
10/20/2011 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (CINCINNATI OH)
OH
11/04/2008 - 10/06/2011
SIGNATOR INVESTORS, INC. (CINCINNATI OH)
OH
08/15/2006 - 10/09/2008
NATCITY INVESTMENTS, INC. (CINCINNATI OH)
OH
08/18/2004 - 07/17/2006
FIDELITY BROKERAGE SERVICES LLC (BLUE ASH OH)
BC
Issued 11/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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