Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Diane O'Donnell is a registered representative with Northwestern Mutual Investment Services, LLC. She has been in the financial services industry since November 8, 2020. Jacqueline has passed the Series 63, Series 7TO, and the SIE exams. She is licensed in Arizona. Jacqueline is located in Gilbert, AZ. Her firm’s main office is in Milwaukee, WI.
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
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AZ
11/09/2020 - Present
Northwestern Mutual Investment Services, LLC (Gilbert AZ)
BC
Issued 11/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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