Unclaimed
Jacqueline Falconer is a financial professional with over 5 years of experience in the industry. Jacqueline is currently registered with Truist Securities, Inc. Jacqueline holds the Series 7, Series 63, Series 99TO and SIE licenses. Jacqueline was previously registered with WELLS FARGO SECURITIES, LLC. Jacqueline is registered in North Carolina.
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.
1
2
NC
05/19/2021 - Present
Truist Securities, Inc. (CHARLOTTE NC)
NC
06/22/2017 - 05/10/2021
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
BC
Issued 06/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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