Jacqueline Neer
Professional Summary
Jacqueline Neer, who also goes by Jacqueline Elaine Duggan, Jackie Neer, Jacqueline Elaine Neer, is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jacqueline Elaine Duggan, Jackie Neer, Jacqueline Elaine Neer
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
Current
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Current Firm
GALLAGHER BENEFIT SERVICES OF NEW YORK, INC. | GBS RETIREMENT SERVICES, INC.
Contact Information
Main Address
2850 Golf Road 8th Floor, Rolling Meadows, IL 60008Mailing Address
2850 Golf Road 8th Floor, Rolling Meadows, IL 60008Phone Number
(951) 977-2671Established
New York since 08/19/1993Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
3FINRA licenses (11 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/5/2005)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2005About the Series 6 examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Mar 2006About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jacqueline Neer's CRS (Customer Relationship Summary).
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