Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Stulmaker is a financial advisor with Key Investment Services LLC, with over 20 years of experience in the financial industry. Jacqueline has a wide range of experience, having worked with several firms including LPL Financial LLC, HSBC Securities (USA) INC, and NYLIFE Securities LLC. Jacqueline is registered in multiple states to provide investment advice and brokerage services. Jacqueline holds several licenses and certifications including Series 6, 7, 26, 63 and 66, showing a commitment to continuing education and staying up-to-date on the latest financial trends. Jacqueline is dedicated to providing personalized financial planning and portfolio management services to individuals and businesses.
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.
Helps you choose top advisors aligned with your 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
OH
03/26/2021 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
05/18/2012 - 03/14/2013
LPL FINANCIAL LLC (TROY NY)
NY
07/30/2010 - 05/15/2012
HSBC SECURITIES (USA) INC. (CLIFTON PARK NY)
NY
11/06/2009 - 07/14/2010
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
02/04/2009 - 09/14/2009
PHOENIX EQUITY PLANNING CORPORATION (EAST GREENBUSH NY)
NY
01/25/2007 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (EAST GREENBUSH NY)
CT
07/16/2001 - 02/28/2005
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BOTH
Issued 01/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jacqueline Stulmaker is the right advisor for you? Invested Better is here to help.
