Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelyn? Claim Your ProfileJacquelyn Upshaw Clark is a financial advisor with over 30 years of experience in the industry. She is currently registered with Raymond James & Associates, Inc., and has held previous positions with MORGAN KEEGAN & COMPANY, INC. and STERNE, AGEE & LEACH, INC. Jacquelyn holds several securities licenses and is a registered investment advisor in Alabama and Georgia. Jacquelyn is a partner in a family farming business.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
02/13/2013 - Present
Raymond James & Associates, Inc. (COLUMBUS GA)
GA
08/04/2004 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (COLUMBUS GA)
AL
12/14/1992 - 08/18/2004
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
09/11/1994 - 12/21/1994
SAL FINANCIAL SERVICES (BIRMINGHAM AL)
IA
Issued 06/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 09/02/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/02/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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