Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Banister is a financial professional with over 15 years of experience in the industry. Jacqueline is currently registered with Lincoln Investment as a Registered Representative. Before joining Lincoln Investment, Jacqueline was employed with GWN Securities INC. and has previous experience with NEW ENGLAND SECURITIES, MORGAN STANLEY & CO., INCORPORATED, and MORGAN STANLEY DW INC. Jacqueline holds the Series 7, Series 24, Series 31, and SIE licenses. Jacqueline has also passed the Uniform Combined State Law Examination and is registered as a broker-dealer in Florida, Massachusetts, and Pennsylvania. Jacqueline specializes in providing financial planning and investment management services to individuals, families, 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.
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.
1
2
PA
07/21/2021 - Present
Lincoln Investment (Horsham PA)
PA
01/18/2008 - 07/22/2021
GWN SECURITIES INC. (WAYNE PA)
PA
06/25/2007 - 12/18/2007
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
PA
04/02/2007 - 04/18/2007
MORGAN STANLEY & CO., INCORPORATED (WAYNE PA)
PA
04/05/2006 - 04/02/2007
MORGAN STANLEY DW INC. (WAYNE PA)
BOTH
Issued 04/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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