Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Kelliher is a financial advisor at Boston Partners Securities, LLC. Jacqueline has been working in the financial services industry since 2015 and holds a number of licenses and certifications, including Series 7, Series 63, Series 66, Series 24, and SIE. She has previously worked at JOHN HANCOCK DISTRIBUTORS LLC and JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC. Jacqueline is licensed to sell securities in 52 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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MA
03/31/2023 - Present
Boston Partners Securities, LLC (BOSTON MA)
MA
11/04/2019 - 03/17/2023
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
11/16/2015 - 03/17/2023
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
BOTH
Issued 11/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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