Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Stirling is a financial advisor with Kestra Advisory Services, LLC. Jacqueline Stirling has been in the industry since 1991. Jacqueline Stirling is a Certified Financial Planner™ professional and has experience in providing investment advisory services. Jacqueline Stirling is registered with the state of South 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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2
SC
04/19/2016 - Present
Kestra Advisory Services, LLC (COLUMBIA SC)
SC
11/30/1994 - 12/31/2002
BEACON GROUP FINANCIAL SECURITIES CORP. (COLUMBIA SC)
FL
12/21/1991 - 12/09/1994
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
WI
01/02/1990 - 01/06/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
09/19/1989 - 12/29/1989
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 09/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/28/1994
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 11/13/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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