Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Woodson is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jacqueline has been in the industry since 1993 and has experience with a variety of firms including UBS Financial Services Inc. and Prudential Securities Incorporated. Jacqueline holds the Series 7 and Series 66 licenses, and is registered in multiple states. Jacqueline offers a range of advisory services including portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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.
Investment consulting services to institutional clients
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.
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2
FL
08/04/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Jacksonville FL)
FL
07/29/2013 - 08/04/2023
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
FL
09/12/2005 - 08/06/2013
UBS FINANCIAL SERVICES INC. (JACKSONVILLE FL)
NY
06/03/2002 - 09/15/2005
UBS INTERNATIONAL INC. (NEW YORK NY)
NJ
01/28/1995 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
03/11/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
08/03/1993 - 02/28/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 05/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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