Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Susan Randall is a financial advisor with over 30 years of experience in the financial services industry. Jacqueline is currently registered with McDonald Partners LLC, in Cleveland, Ohio. Jacqueline holds multiple licenses and certifications including Series 6, Series 7, Series 63, and Series 65, demonstrating a commitment to providing comprehensive financial services to her clients. Jacqueline specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
08/29/2024 - Present
McDonald Partners LLC (CLEVELAND OH)
OH
11/30/2001 - 03/11/2013
DAVID A. NOYES & COMPANY (MASSILLON OH)
OH
12/01/1995 - 01/02/2002
FIRSTMERIT SECURITIES, INC. (AKRON OH)
OR
01/06/1994 - 12/01/1995
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
IA
Issued 06/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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