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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Daniels is a financial advisor with over 10 years of experience in the industry. Jacqueline currently works at Mercer Global Advisors Inc. and is registered to provide investment advice in Texas. Previously, Jacqueline worked at Raymond James Financial Services, Inc., FSC Securities Corporation, Commerce Brokerage Services, Inc., and Edward Jones. Jacqueline holds Series 66, Series 24, SIE, and Series 7 licenses and is also a Certified Financial Planner. Jacqueline has a strong track record of providing financial advice to individuals, families, and businesses.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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TX
11/09/2021 - Present
Mercer Global Advisors Inc. (Dallas TX)
TX
01/27/2020 - 04/08/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
02/02/2017 - 12/12/2019
FSC SECURITIES CORPORATION (FRISCO TX)
KS
06/02/2014 - 08/02/2016
COMMERCE BROKERAGE SERVICES, INC. (MANHATTAN KS)
KS
01/24/2013 - 05/20/2014
EDWARD JONES (WAMEGO KS)
BOTH
Issued 02/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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