Unclaimed
Jacqueline Lane is a financial professional with over 8 years of experience in the industry. Jacqueline is a registered representative with American Portfolios Financial Services, Inc. in Clifton Park, NY. Jacqueline holds the Series 7 and SIE licenses.
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
NY
10/09/2014 - Present
American Portfolios Financial Services, Inc. (Clifton Park NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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