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 Thiele is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Jacqueline is registered in New Jersey and New York. She is a licensed securities professional with over 25 years of experience in the financial services industry. Jacqueline has a wide range of experience and specializes in providing financial advice to individuals, families, and businesses. She provides a variety of financial services, including investment management, financial planning, and retirement planning. Jacqueline has a strong commitment to helping her clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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
NY
07/22/2021 - Present
Wells Fargo Clearing Services, LLC (PORT JEFFERSON NY)
MO
06/06/1996 - 07/02/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 11/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jacqueline Thiele is the right advisor for you? Invested Better is here to help.
