Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline McNeely is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jacqueline has been working in the financial services industry since March 2011. Jacqueline is registered with the following state regulatory authorities: Alabama, Arizona, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin. Jacqueline also holds the following licenses: Series 7, Series 9, Series 10, Series 66, and SIE. Jacqueline has experience working with various types of clients, including high-net-worth individuals, corporations, charitable organizations, and retirement plans. Jacqueline is a Registered Representative of Wells Fargo Advisors Financial Network, LLC. Jacqueline can provide various services, including financial planning, portfolio management, and investment consulting.
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.
Investment consulting services to institutional clients
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
OH
07/27/2021 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
12/01/2017 - 03/19/2018
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
03/19/2013 - 08/11/2017
LPL FINANCIAL LLC (DUBLIN OH)
OH
09/06/2010 - 03/22/2013
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 11/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/26/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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