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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 Barker is a financial advisor registered with Fidelity Personal And Workplace Advisors. Jacqueline has been in the industry for a little over two years and is currently licensed in Texas and Wisconsin. Prior to joining Fidelity Personal And Workplace Advisors, Jacqueline was a registered representative for Robert W. Baird & Co. Incorporated for about two years. Jacqueline has passed the Series 7TO, Series 66, and SIE exams. Jacqueline specializes in providing financial planning services, portfolio management, and educational seminars to individuals, businesses, high-net-worth individuals, pension plans, and charitable organizations.
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.
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.
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
WI
02/21/2024 - Present
Fidelity Personal AND Workplace Advisors (BROOKFIELD WI)
WI
05/09/2022 - 01/25/2024
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 03/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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