Unclaimed
Jacqueline Neal is a financial advisor in Woodland Hills, California. Jacqueline has been working in the financial services industry since 1998. Jacqueline is currently registered with Corebridge Capital Services, Inc. in Woodland Hills, California. Jacqueline has been with Corebridge Capital Services, Inc. since February 6, 2012. Jacqueline has passed the Series 6, Series 63, and SIE exams.
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.
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.
1
2
CA
02/06/2012 - Present
Corebridge Capital Services, Inc. (WOODLAND HILLS CA)
MA
09/04/2008 - 12/31/2010
SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
05/29/2007 - 07/31/2008
CITIGROUP GLOBAL MARKETS INC. (LAGUNA HILLS CA)
CA
02/05/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (LAGUNA HILLS CA)
CA
01/31/1997 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
WI
11/20/1996 - 01/31/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 01/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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