Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Ray is a financial professional with experience in the financial services industry. Jacqueline is currently registered with Purshe Kaplan Sterling Investments in Georgia. Jacqueline has passed the Series 7TO, Series 63 and the SIE exams. Jacqueline was previously registered with LPL FINANCIAL LLC in Georgia and with VANGUARD MARKETING CORPORATION in North Carolina.
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.
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NY
08/16/2024 - Present
Purshe Kaplan Sterling Investments (ALBANY NY)
GA
05/02/2024 - 08/16/2024
LPL FINANCIAL LLC (ROSWELL GA)
NC
07/15/2020 - 05/13/2024
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 03/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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