Unclaimed
Jacqueline Rose Miller is a financial advisor registered with the state of Pennsylvania and Texas, and is a registered representative with FINRA. Jacqueline is a financial advisor at Vanguard Advisers, Inc. Jacqueline has a background in providing financial advice, and is registered to offer financial advice. Jacqueline has been in the securities industry for over 2 years. Jacqueline is registered to offer financial advice to individuals, high-net-worth individuals, businesses, trusts, charitable organizations, and pooled investment vehicles.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
11/12/2020 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BOTH
Issued 10/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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