Unclaimed
Jacqueline Leary is an Investment Advisor Representative associated with MMA Securities LLC. Jacqueline has been in the industry since 2014 and has been associated with MMA Securities LLC since March 2024. Jacqueline is registered in Vermont and holds the Series 65 license. The firm is located in Milton, VT and also has a branch office in Boston, MA.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
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VT
03/27/2024 - Present
MMA Securities LLC (Milton VT)
IA
Issued 02/18/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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