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 Flores is a registered representative with Charles Schwab & CO., Inc. in Westlake, Texas. Jacqueline has been in the industry since June 2015. Jacqueline previously worked at FIDELITY BROKERAGE SERVICES LLC. Jacqueline has passed the Series 63, Series 7, and the SIE exams. Jacqueline is licensed to sell securities in Colorado and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
08/06/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
05/13/2015 - 07/14/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 05/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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