Unclaimed
Jacquelyn Dalbout is a financial advisor with Invesco Distributors, Inc., a firm she joined on May 25, 2019. Prior to this, she worked with Oppenheimerfunds Distributor, Inc. from June 16, 2014 through May 25, 2019. Jacquelyn is registered to sell securities in all 50 states, as well as Puerto Rico and the Virgin Islands. Jacquelyn holds Series 7 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) exam.
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.
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.
1
2
TX
05/25/2019 - Present
Invesco Distributors, Inc. (Dallas TX)
NY
06/16/2014 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BC
Issued 09/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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