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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Scalise is a financial advisor with Cambridge Investment Research Advisors, Inc. Jacqueline is also registered with the state of Pennsylvania. Jacqueline has been in the financial industry since July 19, 2000. Jacqueline was previously with Commonwealth Financial Network and LPL Financial LLC. Jacqueline provides financial planning and investment advice to individuals and families.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
02/16/2024 - Present
Cambridge Investment Research Advisors, Inc. (Pittsburgh PA)
PA
11/09/2021 - 07/03/2023
COMMONWEALTH FINANCIAL NETWORK (Carnegie PA)
PA
07/23/2012 - 11/23/2021
LPL FINANCIAL LLC (CANONSBURG PA)
PA
03/30/2009 - 07/17/2012
WADDELL & REED, INC. (PITTSBURGH PA)
PA
08/01/2007 - 02/27/2009
THE HUNTINGTON INVESTMENT COMPANY (PITTSBURGH PA)
PA
07/05/2005 - 08/01/2007
NATIONAL PLANNING CORPORATION (MONROEVILLE PA)
CA
10/25/2002 - 07/07/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
KS
02/28/2001 - 10/25/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
NY
05/30/2000 - 02/28/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 01/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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