Jacqueline Marie Goodreau

Current Employers

Employment History

• 05/2000 → 03/2017
  Metlife Securities Inc
  Carlsbad, CA
• 07/2016 → 02/2024
  Massmutual Life Insurance Co
  Costa Mesa, CA
• 03/2017 → 02/2024
  Mml Investors Services, Llc
  Costa Mesa, CA
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2024 → Present
  Sovran Advisors Llc - Crd 329415
  Costa Mesa, CA
• 12/2021 → Present
  Directpath Financial, Planning, Investments, & Insurance Solutio
  Costa Mesa, CA
• 02/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-03-25 → 2024-03-05
  Mml Investors Services, Llc
  Costa Mesa, CA
• 2007-05-09 → 2017-03-25
  Msi Financial Services, Inc.
  Los Angeles, CA
  Laguna Hills, CA
  Carlsbad, CA
  Mission Viejo, CA
  Carlsbad, CA
  Irvine, CA
  Irvine, CA

Other Businesses

1. NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE START DATE: 02/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: 3(38) SERVICES, FINANCIAL PLANNING AND ASSET MANAGEMENT 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 8/2000 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 3. NAME OF OTHER BUSINESS: DIRECTPATH FINANCIAL, PLANNING, INVESTMENTS, & INSURANCE SOLUTIONS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL PLANNING AND ADVICE START DATE: 12/2021 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVICE AND PLANNING; 4. NAME OF OTHER BUSINESS: VISION, INSIGHT, & INITIATIVE, INC. INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ENTITY USED FOR TAX PURPOSES START DATE: 4/2023 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: I USE THIS DBA FOR 1099 INCOME RELATED TO FINANCIAL SERVICES PROVIDED BY ME;

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-03
• S63 Uniform Securities Agent State Law Examination
  2000-08-21

Other Names

• Jacqueline Marie Blain