Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Slye is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jacqueline has been in the industry since December 7, 2011. Jacqueline is registered with the state of Florida and Texas and has Series 7 and 66 securities licenses. Jacqueline is also registered with the state of Florida as an investment advisor representative. Jacqueline has experience providing portfolio management for businesses and individuals. Jacqueline's areas of specialization include: Financial Planning, Retirement Planning, College Planning, Estate Planning, Insurance Planning, and Long-Term Care Planning. Jacqueline also has experience providing services to businesses, including: 401k Plans, 403b Plans, and Keogh Plans. Jacqueline is committed to providing her clients with the highest level of service and helping them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
02/21/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DELRAY BEACH FL)
BOTH
Issued 02/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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