Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Bowen is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since May 1998. Jacqueline is licensed to conduct business in several states, including Georgia and Texas. Jacqueline has a history of working in the industry with a previous role at UBS PaineWebber Inc. Jacqueline has passed several industry exams including Series 63, Series 66, Series 7 and the Securities Industry Essentials Examination. Jacqueline is also registered with the state of Georgia as an Investment Advisor Representative.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
07/21/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
NJ
04/23/1998 - 08/13/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 06/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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