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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 Gray Endlich is a financial advisor with Commonwealth Financial Network and has been in the financial industry since 1999. Jacqueline is registered in 11 states and has a wide range of experience, including fixed insurance, portfolio management, and financial planning. Jacqueline is a member of Prosperity, LLC, a firm specializing in securities business, and she has worked with a variety of clients including high-net-worth individuals, insurance companies, pension and profit-sharing plans, and corporations.
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.
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CT
04/29/2005 - Present
Commonwealth Financial Network (DANBURY CT)
AZ
01/23/2001 - 05/02/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
TN
03/03/2000 - 01/02/2001
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
SC
05/24/1999 - 02/03/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 02/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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