Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Houston is a financial advisor with over 30 years of experience in the industry. Jacqueline currently works with Morgan Stanley, and previously worked with WELLS FARGO ADVISORS, LLC. Jacqueline is registered in 51 states and the District of Columbia for Broker-Dealer services and is registered in Texas and Florida for Investment Advisor services. Jacqueline has obtained a number of licenses and designations, including the Series 7, Series 63, and Series 65. Jacqueline is also a partner in Magnolia Racing, a thoroughbred racing stable.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/15/2020 - Present
Morgan Stanley (West Palm Beach FL)
FL
04/20/2015 - 10/03/2016
WELLS FARGO ADVISORS, LLC (WEST PALM BEACH FL)
FL
06/30/2011 - 04/22/2015
MORGAN STANLEY (W. PALM BEACH FL)
FL
01/03/2003 - 07/01/2011
OPPENHEIMER & CO. INC. (BOCA RATON FL)
NY
11/03/2000 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
04/06/1995 - 10/17/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/03/1994 - 03/13/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/15/1994 - 06/15/1994
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
NY
07/24/1992 - 05/11/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
09/18/1990 - 11/15/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/10/1990 - 08/08/1990
AUREX FINANCIAL CORPORATION (ROSLYN HEIGHTS NY)
NA
07/20/1989 - 03/30/1990
ANDREW ALEN SECURITIES, INC.
NA
04/06/1989 - 08/07/1989
HAMPTON SECURITIES, INC.
NA
01/04/1988 - 12/19/1988
GREENTREE SECURITIES CORP.
NA
11/22/1988 - 12/14/1988
MONMOUTH INVESTMENTS, INC.
NA
06/12/1987 - 12/31/1987
BROOKS WEINGER ROBBINS & LEEDS INC.
NA
03/19/1986 - 04/27/1987
THE STUART-JAMES COMPANY, INC.
IA
Issued 12/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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