Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelynn? Claim Your ProfileJacquelynn Farrell is a financial advisor at Edward Jones. Jacquelynn has been in the financial industry since 2011. She holds the Series 63, Series 66, and Series 7 licenses. She is registered in 13 states, including California, Florida, Illinois, and Maine. Jacquelynn has experience at a variety of firms, including TD Private Client Wealth LLC, Morgan Stanley, and Smith Barney Inc. She has a background in financial planning, pension consulting, and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
ME
10/11/2019 - Present
Edward Jones (CAPE ELIZABETH ME)
NH
07/26/2017 - 10/18/2019
TD PRIVATE CLIENT WEALTH LLC (Portsmouth NH)
ME
09/02/2015 - 06/29/2017
MORGAN STANLEY (PORTLAND ME)
NY
03/21/1997 - 07/02/1998
SMITH BARNEY INC. (NEW YORK NY)
ME
11/01/1995 - 11/30/1996
FIRM INVESTMENT CORP (WATERVILLE ME)
NY
08/01/1994 - 04/21/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MI
09/10/1993 - 07/20/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 09/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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