Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline White Rupert is a financial advisor at Cambridge Investment Research Advisors, Inc. Jacqueline has been in the industry for over 30 years and has held several positions at various firms. Jacqueline's experience includes working with individuals, families, and businesses on their financial planning needs. Jacqueline is registered to provide investment advice in Vermont. Jacqueline is a highly experienced advisor with a strong track record of success. Jacqueline is committed to providing her clients with the highest level of service and expertise.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VT
11/20/2012 - Present
Cambridge Investment Research Advisors, Inc. (NEWPORT VT)
VT
12/21/2011 - 11/20/2012
WOODBURY FINANCIAL SERVICES, INC. (NEWPORT VT)
FL
05/30/1997 - 07/06/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PUNTA GORDA FL)
NY
04/17/1995 - 05/14/1997
SMITH BARNEY INC. (NEW YORK NY)
NJ
08/02/1994 - 08/13/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/13/1990 - 08/19/1991
MONY SECURITIES CORP. (NEW YORK NY)
NA
06/02/1987 - 08/20/1990
DEAN WITTER REYNOLDS INC.
NA
09/24/1986 - 07/31/1987
FIRST INVESTORS CORPORATION
BOTH
Issued 07/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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