Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Saleeby is a financial advisor at Cutter & Company, Inc. with 22 years of experience in the industry. Jacqueline is registered with the state of Missouri as an Investment Advisor Representative (IAR) and also holds the Series 66, Series 7TO, and SIE licenses. In addition to working for Cutter & Company, Inc., Jacqueline is a partner in DRDJ, LLC and a co-owner of 11301 Olive, LLC, however neither of these roles is investment related.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
01/02/2024 - Present
Cutter & Company, Inc. (BALLWIN MO)
BOTH
Issued 09/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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