Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Campbell is a financial advisor with CWM, LLC. She is licensed to provide financial advice in Florida, Illinois, Michigan, and Texas. Jacqueline has over 20 years of experience in the financial services industry. She has worked with various financial institutions, including J.P. Morgan Securities LLC, CETERA ADVISOR NETWORKS LLC, and CCO INVESTMENT SERVICES CORP. Jacqueline holds the Series 4, 7, 9, 10, 24, 52, 53, and 63 licenses, as well as the SIE and Series 65 exams. She is also a Board Member of Year Up, Love Joy, and Jaqperience LLC. Jacqueline is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
04/09/2021 - Present
CWM, LLC (OMAHA NE)
MI
04/09/2021 - 04/05/2022
CETERA ADVISOR NETWORKS LLC (DETROIT MI)
IL
06/09/2014 - 02/12/2020
J.P. MORGAN SECURITIES LLC (BERWYN IL)
IL
08/30/2011 - 06/12/2014
CCO INVESTMENT SERVICES CORP. (ALSIP IL)
IL
07/06/2005 - 08/18/2011
CHASE INVESTMENT SERVICES CORP. (ARLINGTON HEIGHTS IL)
IL
10/18/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
11/29/1999 - 10/04/2002
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
09/28/1999 - 11/05/1999
BERNARDI SECURITIES, INC. (NORTHFIELD IL)
MI
02/17/1999 - 09/24/1999
COMERICA SECURITIES (DETROIT MI)
IA
Issued 04/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/03/2014
Series 4 - Registered Options Principal Examination
BC
Issued 02/05/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jacqueline Campbell is the right advisor for you? Invested Better is here to help.
