Jacquelyn J Majoros

Employer firm

Nbc Securities, Inc. CRD 17870

$1.78B regulatory AUM 50 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Cape Girardeau, MO
• 11/2016 → 10/2018
  Wells Fargo Clearing Services, Llc
  Cape Girardeau, MO
• 10/2018 → Present
  First State Financial Management
  Farmington, MO

Previous Registrations

• 2018-11-01 → 2019-06-07
  First State Financial Management, Inc.
  Cape Girardeau, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-20
• S63 Uniform Securities Agent State Law Examination
  1997-01-30

Designations

• Certified Financial Planner

Other Names

• Jacquelyn J Thomas
• Jacquelyn J Milam
• Jacquelyn J Legrand