Jacqueline Scalise is a registered investment advisor, based in Pittsburgh, PA, with 25 years of industry experience.
Location
368 Butler St., Pittsburgh, PA, 15223
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jacqueline works under the DBA name Duncan Financial Group, spending nearly full-time hours on investment-related activities and trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.
February 2024 - Present · 2 yrs 3 mos
Cambridge Investment Research, INC.Broker
February 2024 - Present · 2 yrs 3 mos
Cambridge Investment Research Advisors, INC.
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Commonwealth Financial Network
November 2021 - January 2024 · 2 yrs 2 mos
Commonwealth Financial NetworkBroker
November 2021 - July 2023 · 1 yr 8 mos
LPL Financial LLC
July 2012 - November 2021 · 9 yrs 4 mos
LPL Financial LLCBroker
July 2012 - November 2021 · 9 yrs 4 mos
Waddell & Reed, INC.
May 2010 - July 2012 · 2 yrs 2 mos
Waddell & Reed, INC.Broker
March 2009 - July 2012 · 3 yrs 4 mos
The Huntington Investment Company
August 2007 - February 2009 · 1 yr 6 mos
The Huntington Investment CompanyBroker
August 2007 - February 2009 · 1 yr 6 mos
National Planning Corporation ("npc of America" in Fl & Ny)
January 2006 - August 2007 · 1 yr 7 mos
National Planning CorporationBroker
July 2005 - August 2007 · 2 yrs 1 mo
Walnut Street Securities, INC.Broker
October 2002 - July 2005 · 2 yrs 9 mos
Waddell & Reed, INC.Broker
February 2001 - October 2002 · 1 yr 8 mos
New England SecuritiesBroker
May 2000 - February 2001 · 9 mos
State Registrations1 state
PA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.