Jacqueline E. Neer
Professional summary
Jacqueline Elaine Neer, who also goes by Jacqueline Elaine Duggan, Jackie Neer, Jacqueline Elaine Neer, is a registered financial professional currently at GBS RETIREMENT SERVICES, INC. located in Rolling Meadows, Illinois.
Jacqueline is registered as a RR (Registered Representative) and started their career in finance in 2005. Jacqueline has worked at 1 firm and has passed the Series 63, Series 99TO, SIE, Series 6 and Series 28 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jacqueline Elaine Neer's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 4, 2005 - Present
GBS RETIREMENT SERVICES, INC.
Office #1: 2850 Golf Road 8th Floor, Rolling Meadows, IL 60008State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/5/2005)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 28
Date: 3/10/2006
Introducing Broker/Dealer Financial Operations Principal ExaminationFINRA
Current Firm
GBS RETIREMENT SERVICES, INC.
CRD#: 34889 / SEC#: , 8-46433
Contact information
FINRA licenses (11 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | OWNER | |
| AMAYA, PATRICK | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | 4519000 |
| MCCLARY, AMY G | VICE PRESIDENT, GLOBAL TAX | |
| ZIEBELL, WILLIAM F | CEO/DIRECTOR |
Red Flags
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Company Information
GBS RETIREMENT SERVICES, INC.
CRD#: 34889Rolling Meadows, IL 60008TRUST BUT VERIFY
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