Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Davies is a securities professional with over 20 years of experience in the industry. Jacqueline holds a Series 7, Series 24, Series 53, and Series 63 license. Jacqueline is currently employed with Zions Direct, Inc. and is registered in 52 states. Jacqueline has been with Zions Direct, Inc. since 2007 and was previously employed with Zions Investment Securities, Inc. and Fidelity Brokerage Services, Inc..
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.
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2
UT
02/07/2007 - Present
Zions Direct, Inc. (SALT LAKE CITY UT)
UT
01/17/2001 - 11/21/2005
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
RI
11/04/1999 - 02/09/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 11/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/04/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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