Unclaimed
Jacqueline McNeil is a registered representative with PFS Investments Inc. Jacqueline has been working in the financial services industry since 2015. Jacqueline holds the Series 6, Series 63 and SIE licenses and is registered in Florida and New Jersey. Jacqueline is dedicated to providing financial advice and guidance to individuals and families.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
09/12/2019 - Present
PFS Investments Inc. (CRANFORD NJ)
NJ
10/01/2015 - 11/21/2018
PFS INVESTMENTS INC. (CRANFORD NJ)
BC
Issued 07/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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