Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelyn? Claim Your ProfileJacquelyn Edwards is a financial advisor who has been in the industry since December 2004. Jacquelyn Edwards is currently registered with Charles Schwab & CO., Inc., which has offices in Las Cruces, NM and Scottsdale, AZ. Jacquelyn Edwards is also registered with the states of New Mexico and Texas. In addition to her current role, Jacquelyn Edwards previously worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and WADDELL & REED, INC. Jacquelyn Edwards's specialties include financial planning and selection of other advisors.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NM
01/02/2019 - Present
Charles Schwab & CO., Inc. (Las Cruces NM)
NM
01/10/2006 - 09/02/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS CRUCES NM)
NM
01/15/2003 - 01/13/2006
WADDELL & REED, INC. (LAS CRUCES NM)
IA
Issued 02/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/15/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/30/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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