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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Rogers is a financial advisor with New Wave Wealth Advisors. Jacqueline has been in the financial industry for over 10 years. Jacqueline is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 63, and 66 licenses. Jacqueline specializes in providing financial planning and investment management services to individuals, corporations, and businesses. Jacqueline has experience working with clients in the areas of retirement planning, investment management, and wealth management. Jacqueline is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Jacqueline is also a registered representative of Elevated Wealth LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AR
11/07/2023 - Present
NEW Wave Wealth Advisors (SPRINGDALE AR)
AR
06/15/2020 - 02/28/2023
ARVEST WEALTH MANAGEMENT (Rogers AR)
MO
11/17/2015 - 06/25/2018
WELLS FARGO CLEARING SERVICES, LLC (JOPLIN MO)
NC
09/09/2011 - 08/20/2013
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 12/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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