Unclaimed
Jacqueline Betancourt is a registered representative at Northwestern Mutual Investment Services, LLC. Jacqueline is also a registered representative with the state of Florida. Jacqueline is an investment professional with experience in the financial services industry, Jacqueline holds the Series 6TO, SIE, and Series 63 licenses. Prior to joining Northwestern Mutual Investment Services, LLC, Jacqueline worked at NYLIFE Securities LLC in Macon, Georgia.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
06/30/2023 - Present
Northwestern Mutual Investment Services, LLC (TALLAHASSEE FL)
GA
01/16/2023 - 06/08/2023
NYLIFE SECURITIES LLC (MACON GA)
BC
Issued 03/30/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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