Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Marie Browne is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jacqueline has been in the industry since 2016. Prior to joining Merrill Lynch, Jacqueline worked at Lincoln Financial Distributors, Inc. Jacqueline is licensed to sell securities in 43 states and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jacqueline is a Series 6, 7, 63, and 66 licensed individual with experience in providing financial advice to individuals, businesses, and institutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
07/01/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MOUNT LAUREL NJ)
PA
07/25/2016 - 08/01/2018
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BOTH
Issued 05/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jacqueline Browne is the right advisor for you? Invested Better is here to help.
