Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Roxanne Postell is a financial advisor with over 20 years of experience in the industry. Jacqueline currently works with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Jacqueline is registered in 53 states and the District of Columbia. Jacqueline provides a variety of financial services to individuals, businesses, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
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2
FL
05/21/2018 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
12/12/2007 - 10/16/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FT LAUDERDALE FL)
FL
10/01/2007 - 11/29/2007
METLIFE SECURITIES INC. (CORAL GABLES FL)
FL
01/10/2007 - 08/20/2007
J. B. HANAUER & CO. (HALLANDALE FL)
FL
09/18/2006 - 01/03/2007
MORGAN KEEGAN & COMPANY, INC. (CORAL GABLES FL)
FL
09/22/2004 - 05/22/2006
VISION INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
FL
11/18/2003 - 05/16/2006
NORTHERN TRUST SECURITIES, INC. (FT. LAUDERDALE FL)
MO
06/27/2003 - 11/17/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
FL
08/01/2002 - 06/20/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
12/22/2000 - 07/10/2002
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 06/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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