Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Leigh Finley is a financial advisor with over 30 years of experience in the industry. Jacqueline is currently registered with Momentum Independent Network Inc., located in Dallas, TX. Jacqueline previously worked with FORESIDE FUND SERVICES, LLC in Dallas, TX, and SWS FINANCIAL SERVICES in Colleyville, TX. Jacqueline has a strong background in the securities industry and is licensed to provide investment advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
03/07/2023 - Present
Momentum Independent Network Inc. (Colleyville TX)
TX
01/07/2008 - 03/20/2023
FORESIDE FUND SERVICES, LLC (DALLAS TX)
TX
07/14/2003 - 12/31/2007
SWS FINANCIAL SERVICES (COLLEYVILLE TX)
TX
01/04/2001 - 04/07/2003
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
01/05/1996 - 12/31/2000
SWS FINANCIAL SERVICES (DALLAS TX)
TX
05/26/1992 - 12/31/1995
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BC
Issued 02/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/29/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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