Unclaimed
Jacqueline Tolan is a financial professional with over 8 years of experience in the financial services industry. Jacqueline is a registered representative of Pruco Securities, LLC and holds a Series 6, Series 26, and Series 63 securities license. Jacqueline is located in Marlborough, MA and specializes in investment products, insurance, and retirement planning. Jacqueline is also an Investment Advisor Representative for Pruco Securities, 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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
MA
06/12/2020 - Present
Pruco Securities, LLC (MARLBOROUGH MA)
MA
11/22/2011 - 06/15/2018
PRUCO SECURITIES, LLC. (NEEDHAM MA)
BC
Issued 02/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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