Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Jackman-cunningham is a financial advisor who has been working in the industry since 1990. Jacqueline is currently registered with Ameritas Advisory Services, LLC. Jacqueline offers a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management. Jacqueline is also registered with FINRA.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
IA
11/01/2021 - Present
Ameritas Advisory Services, LLC (IOWA CITY IA)
CT
08/31/1994 - 04/26/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CO
08/05/1991 - 08/27/1994
CONSOLIDATED INVESTMENT SERVICES, INC. (LITTLETON CO)
GA
06/20/1990 - 07/31/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 07/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jacqueline Jackman-cunningham is the right advisor for you? Invested Better is here to help.
