Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Violet Coyne is a financial professional with over 5 years of experience in the financial services industry. Jacqueline holds both Series 63 and Series 65 licenses, as well as the Series 7 and SIE exams, and is registered with the state of Pennsylvania and Texas as an Investment Advisor Representative. Jacqueline is currently employed with Vanguard Advisers, Inc. and has previously been employed with VANGUARD MARKETING CORPORATION. Jacqueline provides financial advice to clients including high-net-worth individuals, charitable organizations, corporations, and pension and profit sharing plans.
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.
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
PA
12/05/2016 - Present
Vanguard Advisers, Inc. (Malvern PA)
PA
12/12/2013 - 12/28/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 12/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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