Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Prue is a financial advisor with over 30 years of experience in the financial services industry. Jacqueline currently works at Seacrest Wealth Management, LLC in Purchase, New York. Jacqueline has held previous roles with several firms including Clark Dodge & Co., Inc., Invest Financial Corporation, Royal Alliance Associates, Inc., UBS Financial Services Inc., Dean Witter Reynolds Inc., Oppenheimer & Co., Inc. and Rotan Mosle Inc.. Jacqueline holds Series 63 and Series 65 licenses and Series 7 and SIE certifications. Jacqueline specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisors. Jacqueline's other business includes being a trustee for the financial affairs of her brother.
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.
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.
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.
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2
NY
02/07/2024 - Present
Seacrest Wealth Management, LLC (PURCHASE NY)
NY
06/19/2012 - 10/31/2014
CLARK DODGE & CO., INC. (WHITE PLAINS NY)
NY
12/15/2008 - 04/11/2012
INVEST FINANCIAL CORPORATION (NEW ROCHELLE NY)
NY
07/02/2004 - 12/17/2008
ROYAL ALLIANCE ASSOCIATES, INC. (GARDEN CITY NY)
NJ
11/10/1997 - 07/23/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/23/1992 - 11/19/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
07/11/1990 - 08/16/1990
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
04/20/1983 - 02/05/1990
ROTAN MOSLE INC.
IA
Issued 02/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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