Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqulyn? Claim Your ProfileJacqulyn Martin Bishop is a financial advisor with U.S. Bancorp Investments, Inc. Jacqulyn has been in the industry since 1994 and holds a Series 7, Series 24, Series 53 and Series 63 licenses. Jacqulyn is also a registered Investment Advisor. Jacqulyn has worked with U.S. Bancorp Investments, Inc. since 2006. Previously, Jacqulyn worked at AXA Advisors, LLC., AMSOUTH INVESTMENT SERVICES, INC., PNC BROKERAGE CORP, J.C. BRADFORD & CO., PRUDENTIAL SECURITIES INCORPORATED and J.J.B. HILLIARD, W.L. LYONS, INC.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
08/25/2006 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
TN
08/18/2005 - 08/22/2006
AXA ADVISORS, LLC (NASHVILLE TN)
AL
10/28/2002 - 08/16/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
PA
06/14/2001 - 05/30/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
06/14/1999 - 07/06/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
06/03/1996 - 09/14/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
KY
09/01/1994 - 05/07/1996
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 10/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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