Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Burke Defrancesco is a financial professional with over three years of experience in the industry. Jacqueline is currently registered with Fidelity Brokerage Services LLC. Jacqueline holds FINRA Series 7, 6, and 63 licenses as well as the SIE exam. Jacqueline is registered in all 50 states as well as the District of Columbia, Puerto Rico, and the Virgin Islands.
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.
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.
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2
MA
02/28/2023 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
RI
06/22/2020 - 02/06/2023
MUTUAL OF AMERICA SECURITIES LLC (Providence RI)
RI
06/22/2020 - 11/23/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Providence RI)
BC
Issued 07/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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