Unclaimed
Jacqueline Wilson is a financial advisor with over 30 years of experience in the industry. Jacqueline is currently registered with Fifth Third Securities, Inc. in Indiana, Ohio and Texas. Jacqueline has a wide range of experience, having worked for several firms including PaineWebber Incorporated, Wertheim Schroder & Co. Incorporated, and Dow, Owen & Co., Inc. Jacqueline holds Series 63, 65, 7 and SIE licenses and provides a variety of services to individuals and businesses, including portfolio management, financial planning, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee 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.
A percentage of the total value of assets under management is charged.
1
2
OH
06/13/2006 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
OH
11/02/1993 - 03/27/1999
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NJ
04/06/1993 - 05/25/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/22/1990 - 04/14/1992
WERTHEIM SCHRODER & CO. INCORPORATED (NEW YORK NY)
NA
03/21/1989 - 05/14/1990
DOW, OWEN & CO., INC.
IA
Issued 5/8/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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