Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelyn? Claim Your ProfileJacquelyn Williams is a financial advisor with over 24 years of experience in the industry. Jacquelyn has worked with several firms, including Cetera Financial Specialists LLC, Cetera Advisors LLC, Cetera Advisor Networks LLC, First Allied Securities, Inc., and Summit Brokerage Services, Inc. Currently, Jacquelyn is registered with Cetera Investment Services LLC and is based in El Segundo, CA. Jacquelyn is licensed to sell securities in California and holds Series 6, 7, 24, 63, 99TO, and SIE licenses.
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.
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.
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2
CA
06/14/2016 - Present
Cetera Investment Services LLC (EL SEGUNDO CA)
CA
06/14/2016 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
07/09/2015 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
CA
07/09/2015 - 11/01/2017
GIRARD SECURITIES, INC. (EL SEGUNDO CA)
CA
07/09/2015 - 11/09/2016
INVESTORS CAPITAL CORP. (EL SEGUNDO CA)
CA
07/09/2015 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (el segundo CA)
CA
07/10/2009 - 10/28/2010
MML INVESTORS SERVICES, INC. (IRVINE CA)
CA
05/02/2009 - 06/18/2009
CHASE INVESTMENT SERVICES CORP. (IRVINE CA)
CA
05/04/1998 - 05/02/2009
WAMU INVESTMENTS, INC. (IRVINE CA)
IN
11/12/1997 - 05/01/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/12/1997 - 05/01/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 05/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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