Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Jacobsen is a financial advisor with Independent Financial Group, LLC. Jacqueline has been in the financial services industry since 1995. Jacqueline is a Certified Financial Planner and Chartered Financial Consultant. Jacqueline has experience providing financial advice to individuals, businesses, and charitable organizations. Jacqueline is registered with the Securities and Exchange Commission and holds licenses in several states.
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.
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.
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2
NC
02/28/2019 - Present
Independent Financial Group, LLC (SNEADS FERRY NC)
WA
07/31/2009 - 09/21/2018
MORGAN STANLEY (SEATTLE WA)
WA
09/28/1998 - 08/18/2009
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
IN
03/14/1995 - 10/13/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/14/1995 - 10/13/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
10/19/1994 - 02/17/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 09/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 09/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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