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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 Winters Kaden is a financial advisor with Fidelity Personal and Workplace Advisors. Jacqueline has been in the financial services industry since 1997. Jacqueline has a wide range of experience in the financial services industry, working with both individual and institutional clients. Jacqueline is registered to offer investment advisory services in California and Texas. Jacqueline is also a registered representative in California, Massachusetts, Oregon, Texas, Utah, and Washington.
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
CA
11/26/2019 - Present
Fidelity Personal AND Workplace Advisors (TORRANCE CA)
CA
02/18/1998 - 04/13/2016
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
CA
09/10/1997 - 12/31/1997
SPECTRUM SECURITIES, INC. (AROURA HILLS CA)
CA
12/20/1996 - 08/28/1997
SMITH CULVER INVESTMENTS (SAN FRANCISCO CA)
BOTH
Issued 09/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/09/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 05/16/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2002
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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