Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Howard is a financial advisor with LPL Financial LLC, a firm with over 27,500 registered representatives nationwide. Jacqueline has been in the financial services industry since 1999 and specializes in providing financial planning, portfolio management and other advisory services to individuals, businesses, and retirement plans. She is registered with the state of Virginia and holds the Series 7 and Series 63 licenses, as well as the SIE exam. Prior to joining LPL Financial LLC, Jacqueline worked at VOYA FINANCIAL ADVISORS, INC., SECURIAN FINANCIAL SERVICES, INC., LEGG MASON WOOD WALKER, INCORPORATED, SUNTRUST SECURITIES, INC., CRESTAR SECURITIES CORPORATION, and WHEAT, FIRST SECURITIES, 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.
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VA
11/16/2016 - Present
LPL Financial LLC (WILLIAMSBURG VA)
VA
05/05/2011 - 11/21/2016
VOYA FINANCIAL ADVISORS, INC. (WILLIAMSBURG VA)
VA
11/07/2003 - 10/23/2009
SECURIAN FINANCIAL SERVICES, INC. (WILLIAMSBURG VA)
MD
06/07/2000 - 02/24/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
GA
05/26/2000 - 09/13/2000
SUNTRUST SECURITIES, INC. (ATLANTA GA)
VA
02/25/2000 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
MD
05/27/1997 - 02/23/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NC
04/16/1997 - 11/24/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 04/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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