Jacquelin Moody is an Investment Advisor Representative through LPL Financial. She has over 40 years of experience in the financial industry. Jacquelin is a Certified Financial Planner (CFP®). She believes helping her clients begins with the client relationship. When working with individuals and families, it is crucial that they know how much she cares. Establishing trust through a team (CPA, attorney and financial planner) helps bring financial confidence to clients.
Registrations:
Series 6, 7, 8, 24, 31, 63, 65 held through LPL Financial
SIE