Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Engel is a financial advisor with Fidelity Personal And Workplace Advisors, based in New York, NY. She has been in the financial services industry since 2017 and holds Series 6, 7TO, 9, 10, 63, and 65 licenses. Jacqueline is also a Certified Financial Planner. Jacqueline is experienced in financial planning, portfolio management for individuals and businesses, and educational seminars. She provides services to a wide range of clients including individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
09/22/2021 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
09/08/2017 - 03/18/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
IA
Issued 09/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/29/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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