Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Malich is a financial advisor associated with LPL Financial LLC in the MINT HILL, NC area. She has been in the industry since August 27, 2013, and holds Series 7 and Series 66 securities registrations. Jacqueline is also registered with the states of Illinois and North Carolina. Jacqueline's firm, LPL Financial LLC, is a large independent broker-dealer that offers a variety of financial products and services to individual and institutional 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.
Comprehensive financial plans to help you achieve your personal and business 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.
Consulting and other non-discretionary advisory services
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
NC
08/27/2013 - Present
LPL Financial LLC (MINT HILL NC)
BOTH
Issued 10/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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