Unclaimed
Jacqueline Thompson is a licensed securities professional with PFS Investments Inc. Jacqueline is registered with the state of California and Arizona. Jacqueline has been in the industry since 2017. She holds the Series 6, Series 63 and SIE licenses. Jacqueline focuses on providing financial planning and portfolio management for individuals. She is registered with the state of Arizona as well as the state of California.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
08/28/2017 - Present
PFS Investments Inc. (ARTESIA CA)
BC
Issued 06/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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