Jacqueline Kulle
Wealth Manager at Wealth Strategies Partners- Claim this Profile
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Bio
Credentials
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Series 63
FINRAMar, 2023- Sep, 2024 -
Series 7
FINRAJan, 2023- Sep, 2024 -
Securities Industry Essentials Exam (SIE)
FINRANov, 2022- Sep, 2024 -
Comprehensive for MoneyGuidePro® Users (CFP® Credits)
Envestnet | MoneyGuideJan, 2022- Sep, 2024 -
Series 65
FINRASep, 2021- Sep, 2024 -
Social Selling for Financial Services
HootsuiteSep, 2021- Sep, 2024
Experience
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Wealth Strategies Partners
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United States
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Financial Services
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1 - 100 Employee
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Wealth Manager
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Nov 2022 - Present
I focus on building relationships, providing white-glove service, and implementing comprehensive and tailored financial planning solutions to the practice’s high-net-worth clients. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wealth Strategies Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
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Passage Global Capital Management
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United States
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Investment Management
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1 - 100 Employee
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Associate Investment Advisor
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Aug 2021 - Jun 2022
I worked directly with clients to complete their financial, retirement, and estate plans along with performing simulations through stress testing to analyze the impact of future potential scenarios. My other key roles included managing the Sarasota branch office, conducting research, producing monthly client newsletters and social media posts, lead generation, and marketing campaigns. Passage Global Capital Management, LLC is an investment adviser registered with the states of Iowa, Florida, and Illinois.
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Preferred Shore Real Estate
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United States
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Real Estate
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100 - 200 Employee
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Intern
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Sep 2020 - Apr 2021
I produced financial spreadsheets for the team, including but not limited to, budgets, taxes, revenue, sales, and home prices. I managed advertisement creation and social media, along with producing leads and referrals. Preferred SHORE is a premium independent brokerage with Realtors® specializing in residential and commercial real estate from Tampa south through Punta Gorda. I produced financial spreadsheets for the team, including but not limited to, budgets, taxes, revenue, sales, and home prices. I managed advertisement creation and social media, along with producing leads and referrals. Preferred SHORE is a premium independent brokerage with Realtors® specializing in residential and commercial real estate from Tampa south through Punta Gorda.
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Education
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2017 - 2021
Florida State University
Bachelor of Science - BS, Finance, General
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