Jacqueline M. Watts
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 Mendez Watts, who also goes by Jacqueline Cleal, Jacqueline Mendez, Jaqueline Mendez, was a registered financial professional .
Jacqueline is a previously registered financial professional and started their career in finance in 1999. Jacqueline had worked at 5 firms and has passed the Series 63, Series 66, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 7, 2011 - May 28, 2013
USAA FINANCIAL ADVISORS, INC.
March 30, 2011 - May 28, 2013
USAA FINANCIAL PLANNING SERVICES
September 10, 2007 - April 1, 2009
USAA FINANCIAL ADVISORS, INC.
March 8, 2004 - April 1, 2009
USAA INVESTMENT SERVICES COMPANY
October 2, 2003 - December 31, 2007
USAA INVESTMENT SERVICES COMPANY
March 16, 2001 - January 23, 2002
BNP PARIBAS SECURITIES CORP.
September 2, 1999 - March 1, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
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Exams
Current Firm
USAA FINANCIAL ADVISORS, INC.
CRD#: 129035 / SEC#: , 8-66197
Contact information
Documents
Red Flags
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