Jackie brings over 30 years of experience to the Continuity Group. She holds the supervisory Series 9/10 licenses; has been a Senior Registered Client Associate in large wire houses; and Director of Operations on the Independent channel. Jackie enjoys a great rapport with clients and is dedicated to helping them reach their financial goals through diligent customer service and attention to detail. A New Jersey native and diehard NY Yankees fan, Jackie moved to Oregon in June 2023. Along with exploring the Pacific NW with her daughter, Jackie is an avid reader and facilitates a local book club she recently established in Lake Oswego.
Registrations Series 7 Series 9 & 10 Series 63 & 65
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