Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Bowman-beckwith is a financial professional registered with PFS Investments Inc. in Merrillville, Indiana. Jacqueline has been in the industry since April 26, 2018, and holds several licenses, including Series 6 and 63. Jacqueline is actively registered as an Investment Advisor Representative in Indiana and Maryland. Jacqueline specializes in portfolio management for individuals and works with a variety of clients.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
04/27/2018 - Present
PFS Investments Inc. (MERRILLVILLE IN)
BC
Issued 07/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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