Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqulyne? Claim Your ProfileJacqulyne Mae Sunderman is a financial advisor with over 19 years of experience in the industry. Jacqulyne is currently registered with Fidelity Brokerage Services LLC, where she has been since January 2012. Prior to her current position, Jacqulyne worked for Fidelity Investments Institutional Services Company, Inc. for over four years and American Fidelity Securities, Inc. for less than a year. Jacqulyne holds Series 6, 7, 24, and 63 licenses, in addition to the SIE exam.
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.
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.
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2
TX
01/03/2012 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
01/11/2008 - 01/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
RI
12/09/1999 - 06/12/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
OK
09/07/1999 - 11/18/1999
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
BC
Issued 02/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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