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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 Cortright is a financial advisor with Equitable Advisors, LLC. Jacquelyn has been in the financial services industry since October 12, 1995. Jacquelyn is licensed to provide financial advice in Arizona, California, District of Columbia, Florida, Maine, Maryland, Mississippi, North Carolina, Pennsylvania, South Carolina, and Virginia. Jacquelyn specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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
MD
09/30/2014 - Present
Equitable Advisors, LLC (BETHESDA MD)
MD
10/25/2013 - 12/07/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (SILVER SPRING MD)
NY
10/15/2009 - 07/19/2013
LPL FINANCIAL LLC (NEW YORK NY)
MD
01/17/2007 - 10/05/2009
UBS FINANCIAL SERVICES INC. (ROCKVILLE MD)
MD
02/15/2006 - 01/19/2007
AMERIPRISE FINANCIAL SERVICES, INC. (GAITHERSBURG MD)
NY
08/07/2000 - 02/09/2006
AXA ADVISORS, LLC (NEW YORK NY)
NA
02/13/1990 - 03/05/1990
DREXEL BURNHAM LAMBERT INCORPORATED
NA
05/22/1989 - 07/19/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
09/23/1983 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 10/13/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1987
Series 15 - Foreign Currency Options Examination
BC
Issued 08/10/1983
Series 5 - Interest Rate Options Examination
BC
Issued 07/29/1983
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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