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 Williams is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jacqueline has been in the financial industry since 2007. Jacqueline is registered with both FINRA and the state of Florida, and is licensed to sell securities in all 50 states. Jacqueline offers a wide range of financial services, including portfolio management, investment advice, and financial planning. Jacqueline has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Prior to joining Merrill Lynch, Jacqueline worked as an advisor for Wells Fargo Advisors, LLC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
07/13/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
FL
05/09/2007 - 12/23/2009
WELLS FARGO ADVISORS, LLC (SANFORD FL)
BOTH
Issued 07/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/08/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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