Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Crews is a financial advisor with UBS Asset Management (us) Inc. Jacqueline has been in the financial services industry since 2014. Prior to joining UBS Asset Management (us) Inc., Jacqueline was a registered representative at RAYMOND JAMES & ASSOCIATES, INC. and Fidelity Brokerage Services LLC. Jacqueline is licensed to sell securities in all 50 states and the District of Columbia.
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
NY
12/05/2022 - Present
UBS Asset Management (us) Inc. (NEW YORK NY)
NY
09/20/2016 - 10/12/2022
RAYMOND JAMES & ASSOCIATES, INC. (New York NY)
NY
10/13/2014 - 09/12/2016
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
BC
Issued 11/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2023
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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