Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Costner is a financial advisor at LPL Financial LLC in MONTGOMERY, AL. Jacqueline has been in the financial industry since 1997 and has a wide range of experience in securities, variable contracts and investment company products. Jacqueline is registered with FINRA and is licensed in the state of Alabama. Jacqueline has been with LPL Financial LLC since September 2021. Before LPL Financial LLC, Jacqueline worked at BBVA Securities INC. and BBVA Compass Investment Solutions, INC.
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.
Consulting and other non-discretionary advisory services
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
AL
09/09/2021 - Present
LPL Financial LLC (MONTGOMERY AL)
AL
05/16/2013 - 08/23/2021
BBVA SECURITIES INC. (MONTGOMERY AL)
FL
07/25/1997 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (JACKSONVILLE FL)
BC
Issued 12/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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