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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelyn? Claim Your ProfileJacquelyn Etling is a financial advisor with over 24 years of experience in the industry. Jacquelyn is registered with Morgan Stanley and has a Series 7, 63, and 65 license. She provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Jacquelyn has held previous roles at WELLS FARGO ADVISORS, LLC, MORGAN STANLEY DW INC., UBS PAINEWEBBER INC., and BIRCHTREE FINANCIAL SERVICES, INC. She is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MO
09/13/2022 - Present
Morgan Stanley (Chesterfield MO)
MO
06/17/2005 - 09/08/2014
WELLS FARGO ADVISORS, LLC (ST. CHARLES MO)
NY
06/10/2003 - 06/20/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
11/01/1999 - 05/13/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MN
06/12/1998 - 10/13/1999
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 09/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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