Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Jenkins is a financial advisor with over 13 years of experience in the industry. Jacqueline is currently registered with Raymond James & Associates, Inc. Jacqueline has a wide range of experience in financial planning, portfolio management, and pension consulting. Jacqueline's previous employment was with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, where Jacqueline was employed for over 12 years.
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.
Please see note in schedule d - miscellaneous
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
OK
02/27/2019 - Present
Raymond James & Associates, Inc. (OKLAHOMA CITY OK)
OK
01/31/2006 - 12/04/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (OKLAHOMA CITY OK)
BOTH
Issued 03/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/12/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/08/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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