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JW

Jacqueline A. Wells

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CRD#: 1954839
JW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jacqueline Andrea Wells, who also goes by Jacque Wells, Jacquelin Andrea Wells, was a registered financial professional .

Jacqueline is a previously registered financial professional and started their career in finance in 1994. Jacqueline had worked at 10 firms and has passed the Series 63, Series 6, Series 7, Series 26 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jacque Wells | Jacquelin Andrea Wells

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 29, 2012 - November 26, 2012

DELPHI SECURITIES, CORP

BD
CRD#: 156529
DRIPPING SPRINGS, TX
Past

April 14, 2004 - August 2, 2005

SLD AMERICA EQUITIES, INC.

BD
CRD#: 36259
WEST CHESTER, PA
Past

August 4, 2003 - April 14, 2004

LEO BROKERAGE, LLC

RIA
CRD#: 109121
AUSTIN, TX
Past

August 4, 2003 - April 14, 2004

LEO BROKERAGE, LLC

BD
CRD#: 109121
HURST, TX
Past

August 21, 2001 - November 7, 2002

THE LEADERS GROUP, INC.

BD
CRD#: 37157
LITTLETON, CO
Past

August 14, 2001 - July 15, 2003

IMS SECURITIES, INC.

RIA
CRD#: 35567
AUSTIN, TX
Past

August 14, 2001 - July 15, 2003

IMS SECURITIES, INC.

BD
CRD#: 35567
HOUSTON, TX
Past

March 1, 2001 - August 15, 2001

FFP SECURITIES, INC.

BD
CRD#: 16337
CHESTERFIELD, MO
Past

June 12, 2000 - March 5, 2001

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
JERSEY CITY, NJ
Past

August 24, 1999 - June 20, 2000

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NASHVILLE, TN
Past

May 5, 1998 - December 2, 1999

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

July 20, 1994 - May 7, 1998

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
NEWPORT BEACH, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/9/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


DS
DELPHI SECURITIES, CORP
DELPHI SECURITIES CORPORATION | DELPHI WEALTH ADVISORS | DELPHI SECURITIES, CORP

CRD#: 156529 / SEC#: , 8-68803

BD
Terminated by SEC on 01/25/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Nevada since 11/02/2010
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GRAGER, CLARA ANNE100% OWNER AND CCO

Disclosures


Regulatory Event1
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DELPHI SECURITIES, CORP

CRD#: 156529

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