Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Michelle Crume is a financial advisor with over 29 years of experience in the industry. Jacqueline is currently registered with Osaic Institutions, Inc. and has previously worked with Jackson National Life Distributors, Inc., Great American Advisors, Inc., and Amsouth Investment Services, Inc. Jacqueline is a Series 6, 7, 24, and 63 licensed professional and holds a SIE designation. Jacqueline is a specialist in providing financial advice to individuals, businesses, corporations, and charitable organizations.
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.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
CT
04/28/2005 - Present
Osaic Institutions, Inc. (MERIDEN CT)
TN
02/02/2004 - 04/25/2005
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
OH
03/07/1995 - 10/31/2003
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
AL
10/04/1993 - 01/24/1995
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BC
Issued 10/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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