Unclaimed
Jacqueline Cartwright is a financial professional with over 17 years of experience in the industry. Jacqueline is currently registered with Aon Securities LLC in Bloomington, MN. Previously, Jacqueline has held positions with CETERA ADVISOR NETWORKS LLC, CRI SECURITIES, LLC, SECURIAN FINANCIAL SERVICES, INC., CLARK SECURITIES, INC. and CLARK-BARDES SECURITIES, INC.. Jacqueline holds the Series 6, 7, 63 and 66 licenses and the SIE exam. Jacqueline's areas of expertise include Investment Company Products/Variable Contracts Representative Examination and General Securities Representative Examination.
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.
Fairness opinions
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.
1
2
MN
03/03/2023 - Present
AON Securities LLC (Bloomington MN)
MN
02/15/2017 - 02/09/2023
CETERA ADVISOR NETWORKS LLC (BAXTER MN)
MN
07/07/2014 - 02/08/2017
CRI SECURITIES, LLC (BRAINERD MN)
MN
03/03/2014 - 02/08/2017
SECURIAN FINANCIAL SERVICES, INC. (BRAINERD MN)
NC
07/02/2001 - 01/21/2009
CLARK SECURITIES, INC. (GREENSBORO NC)
TX
10/23/2000 - 07/02/2001
CLARK-BARDES SECURITIES, INC. (DALLAS TX)
BOTH
Issued 03/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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