Jacqueline Prue has been working as a Financial Services Professional at Massmutual Greater Long Island since 2018. Furthermore, this expert has on-the-job experience at more than eight companies using similar skills. Jacqueline has a total work experience of 30+ years. Jacqueline Prue studied at the Emory University from 1990 to 1992. Currently they live in New Rochelle, New York region. Find this professional's current email address and phone with our search.
Name variants:
Jacquelyn Prue,
Jackie Prue,
Jacky Prue
Last updated May 22, 2024
Contact Information
Last Update
Jun 27, 2022
Email
js**@aol.com
Location
New Rochelle, NY
Company
Workplace
Financial Services Professional
Melville, NY
Industry
Financial Services
Colleagues
Work History
Financial Services Professional
48 south Service Rd SUITE 400, Melville, NY 11747
Solutions include life insurance, annuities, disability, and long-term care through this mega-carrier. I am licensed in NY, NJ, FL, and CT.
from Aug 2018
Vice President
880 3Rd Ave #4, New York, NY 10022
Jacquie joined this rapidly growing asset management firm in 6 of '12. The combined advantages of offering DFA direct to retail accounts and further benefiting clients through a slightly act...
Jun 1, 2012 — Jan 2015
Wealth Advisor
3010 Westchester Ave, Purchase, NY 10577
I joined Seacrest Wealth Management to continue to offer Wealth Management Consultative Services. Mitigating income tax
taking care of the heirs
keeping your assets from being unjustly ta...
2015 — Jan 2015
Investment Advisor Representative
5555 west Grande Market Dr, Appleton, WI 54913
After twenty five years of mainly retail client experience working through the major houses including PaineWebber, Morgan Stanley, and UBS Financial Services, I joined Invest.
At the time ...
Dec 2008 — Jun 2012
Financial Advisor
10 Exchange Pl SUITE 1410, Jersey City, NJ 07302
After nineteen years of big firm experience, the Independent model looked like something from which I could provide further drill down for the benefit my clients. My big firm AUM had reached...
2004 — 2008
Vice President, Investments
Managed 160 million. Sought out many well-known names and made them her clients.
1997 — 2004
Registered Representative
I was recruited to Rotan Mosle upon completing a stint selling oilfield drilling equipment.This training prepared me uniquely for selling investments- partnerships, municipal bonds, stocks, ...
May 1983 — Jan 1990
Education
1990 — 1992
1973 — 1977
Occupations
Advisor
Financial Broker
Financial Services Professional
Accountant
Finance and Accounting Specialist
Executive
Vice President
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Retirement Planning
Series 7
Investments
Long Term Care
Finance
Wealth Management
Asset Management
Estate Planning
Asset Allocation
Mutual Funds
Strategic Financial Planning
Investment Strategies
Investment Advisory
Roth Ira
Retirement
Asset Managment
Alternative Investments
Portfolio Management
Financial Planners
Insurance
Investment Management
Financial Analysis
Risk Management
Wealth Management Services
Financial Services
Hedge Funds
Small Business
Certified Financial Planner
Relationship Management
Financial Modeling
Equities
Financial Advisory
Pensions
Fixed Annuities
Series 65
Series 24
Securities
Uniform Combined State Law
401K
Investment Banking
Fixed Income
Life Insurance
Variable Annuities
401K Rollovers
Series 63
Trading
Bonds
Finra
Series 6
Iras
FAQs about Jacqueline Prue
What's the profession of Jacqueline Prue?
This professional's job is Wealth Advisor
What are the profession of Jacqueline Prue?
These person's professions are Advisor
Where is Jacqueline Prue located?
Jacqueline Prue is located in New Rochelle, New York.
Does the professional have the email address?
js**@aol.com is The professional's email address.
How many companies did Jacqueline Prue work at?
Jacqueline Prue worked at eight jobs.
Where has Jacqueline Prue studied?
Jacqueline studied at the Emory University from 1990 to 1992.
What is professional industry that Jacqueline Prue worked in?
This person works in Financial Services industry.
Are there any professional skills Jacqueline Prue has?
This professional has the following skills: Retirement Planning, Series 7, Investments, Long Term Care, Finance, Wealth Management, Asset Management, Estate Planning, Asset Allocation, and Mutual Funds.