Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline McKinney-rodriguez is a financial advisor with Fidelity Personal And Workplace Advisors. Jacqueline has been in the industry since 2007. Jacqueline is registered with the state of Arizona. Jacqueline's firm, Fidelity Personal And Workplace Advisors, is a large firm with over $1 billion in assets under management. The firm provides a variety of services, including financial planning, portfolio management, and educational seminars.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
07/30/2024 - Present
Fidelity Personal AND Workplace Advisors (SURPRISE AZ)
AZ
05/25/2012 - 12/31/2012
PFS INVESTMENTS INC. (GLENDALE AZ)
AZ
12/19/2007 - 09/10/2010
CHASE INVESTMENT SERVICES CORP. (SUN CITY WEST AZ)
BOTH
Issued 06/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/02/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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