Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelyn? Claim Your ProfileJacquelyn Mclendon Pate Wiggs is a financial advisor who has been in the industry since February 26, 2012. Jacquelyn is currently registered with Truist Advisory Services, Inc. and has been with the firm since February 17, 2021. Jacquelyn's previous employers include BB&T Securities, LLC and Wells Fargo Clearing Services, LLC. Jacquelyn has a Series 66 license, which allows her to provide investment advice to individuals and businesses. Jacquelyn is also registered with the Securities Industry Essentials Examination (SIE), Series 7, and has a state exam 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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (RALEIGH NC)
VA
11/12/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
01/22/2013 - 10/17/2018
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
NC
06/10/2011 - 05/29/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (RALEIGH NC)
BOTH
Issued 08/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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