Jacqueline BeirneCRD Number: 4494175
Current Firm: Pts Asset Management
Jacqueline Beirne (CRD# 4494175) is an Investment Advisor Representative working at Pts Asset Management in North Haven, CT and has over 15 years of experience in the finance industry.
Lpl Financial LLC
Springboard Asset Management LLC
Sagepoint Financial, Inc.
|Wadsworth Investment Company, Inc.||North Haven, CT||Aug 2016 - Current||1|
|The Prudential Insurance Company Of America||Shelton, CT||Jan 2012 - Current||6|
|Prudential Annuities Distributors, Inc.||Shelton, CT||Jan 2012 - Current||6|
|Wells Fargo Bank Na||Northford, CT||May 2009 - Jan 2012||2|
|Wells Fargo Advisors LLC||Northford, CT||May 2009 - Jan 2012||2|
|Wachovia Securities, LLC||Ansonia, CT||Mar 2009 - May 2009||< 1|
|Wachovia Bank, N.a.||Ansonia, CT||Nov 2007 - May 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2002|
Total Assets Under Management210MILLIONS
Total Number of Accounts1,049ACCOUNTS
Average Account Value$199,804
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NY, OH, PA, SC, TX, UT, VA, WA, WI, WV
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