Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelyn? Claim Your ProfileJacquelyn Pasciak is a financial advisor with over 25 years of experience in the financial services industry. Jacquelyn is currently registered with Cambridge Investment Research Advisors, Inc. and holds both Series 7 and Series 66 licenses. Jacquelyn's previous experience includes roles at KMS Financial Services, Inc. and Commonwealth Financial Network. Jacquelyn offers a variety of financial services including financial planning, portfolio management, and investment advisory services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OR
10/04/2021 - Present
Cambridge Investment Research Advisors, Inc. (Portland OR)
OR
09/15/2011 - 08/01/2016
KMS FINANCIAL SERVICES, INC. (PORTLAND OR)
OR
06/13/2005 - 09/23/2011
COMMONWEALTH FINANCIAL NETWORK (PORTLAND OR)
MN
07/21/1997 - 06/10/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/21/1997 - 06/10/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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