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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 Lambros is a financial advisor with Commonwealth Financial Network. Jacqueline has been a financial advisor since 1987, and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Jacqueline specializes in financial planning, portfolio management, and investment advisory services. Commonwealth Financial Network provides a variety of services, including financial planning, investment management, and insurance.
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.
1
2
FL
05/03/2016 - Present
Commonwealth Financial Network (Fort Myers FL)
FL
08/28/1993 - 05/16/2016
LPL FINANCIAL LLC (FORT MYERS FL)
NY
01/27/1989 - 03/27/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/14/1988 - 02/24/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
02/20/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
10/29/1986 - 02/18/1987
CORAL REEF SECURITIES, INC.
IA
Issued 11/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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