Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelyn? Claim Your ProfileJacquelyn Schmidt is a financial advisor who has been in the industry since 2007. Jacquelyn has a Series 6, 7, and 66 securities license and is registered as a Registered Representative in Alabama, Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Missouri, New Jersey, New Mexico, New York, North Carolina, Ohio, South Carolina, Texas, and Virginia. Jacquelyn is also an Investment Advisor Representative in Illinois and Texas. Jacquelyn is currently employed by Edward Jones. Previously, Jacquelyn worked at Raymond James Financial Services, Inc., UVEST Financial Services Group, Inc., and Royal Alliance Associates, Inc. Jacquelyn is a Certified Financial Planner. Jacquelyn is a Board Member for Madison County Transit in Granite City, IL. Jacquelyn specializes in providing financial planning, pension consulting, and selection of other advisors. Jacquelyn also provides portfolio management for businesses and individuals.
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.
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.
See schedule d - miscellaneous
1
2
IL
01/11/2019 - Present
Edward Jones (GLEN CARBON IL)
IL
11/16/2011 - 01/23/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (EDWARDSVILLE IL)
IL
12/06/2007 - 11/17/2011
UVEST FINANCIAL SERVICES GROUP, INC. (EDWARDSVILLE IL)
IL
11/13/2007 - 12/18/2007
ROYAL ALLIANCE ASSOCIATES, INC. (EDWARDSVILLE IL)
BOTH
Issued 03/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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