Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Ellen Dufresne is a financial advisor with over 20 years of experience in the industry. Jacqueline is currently registered with Janney Montgomery Scott LLC and Rockefeller Financial LLC. Jacqueline has a wide range of experience working with individuals, corporations, and charitable organizations. Jacqueline's expertise and dedication to providing personalized financial advice have earned her a reputation as a trusted advisor in the industry.
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.
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.
Fee plus commission
1
2
NY
08/05/2024 - Present
Janney Montgomery Scott LLC (ALBANY NY)
NY
05/15/2009 - 08/31/2023
COMMONWEALTH FINANCIAL NETWORK (Newburgh NY)
NY
08/18/2006 - 05/27/2009
CITIGROUP GLOBAL MARKETS INC. (GOSHEN NY)
NY
10/09/2001 - 08/31/2006
EDWARD JONES (MONTGOMERY NY)
BC
Issued 11/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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