Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelyn? Claim Your ProfileJacquelyn Feldman is a financial advisor who has been in the industry since February 16, 1995. Jacquelyn is currently registered with LPL Financial LLC and has been with them since July 26, 2022. Before joining LPL Financial LLC, Jacquelyn was with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WELLS FARGO CLEARING SERVICES, LLC. Jacquelyn has a Series 7 and Series 63 license.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MO
07/26/2022 - Present
LPL Financial LLC (CHESTERFIELD MO)
MO
07/17/2020 - 04/11/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHESTERFIELD MO)
MO
01/01/2008 - 07/17/2020
WELLS FARGO CLEARING SERVICES, LLC (CHESTERFIELD MO)
MO
04/12/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHESTERFIELD MO)
NY
08/05/1996 - 04/14/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/10/1994 - 07/10/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 12/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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