Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Osborne is a registered investment advisor representative in New Jersey and New York. Jacqueline has been in the financial services industry for 17 years and is associated with PFS Investments Inc.. Jacqueline holds the Series 6, Series 63, and Series 65 licenses. Jacqueline is also a registered representative with PFS Investments Inc., and specializes in investment company products/variable contracts. Jacqueline is a part-time or full-time sales representative for companies affiliated with PFS Investments Inc. and may receive non-investment related compensation from Primerica Mortgage, LLC and/or Primerica Client Services, Inc. for the sale of loan products and/or referrals of home security and automation products.
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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NJ
05/08/2024 - Present
PFS Investments Inc. (NEWTON NJ)
IA
Issued 04/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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