Vice President & Financial Consultant
Services Offered: Financial Consulting
Location: Milford, MA
Jackie is a Vice President & Financial Consultant with RT Investment Services, responsible for serving the wealth management, investment and insurance needs of clients in the communities of Milford and Mendon. Prior to joining Rockland Trust, Jackie was Assistant Vice President at The Milford National Bank and Trust Company and a Registered Representative with Infinex Investments.
Jackie is a graduate of Mass Bay Community College and holds her Series 6 and 63 registrations with LPL Financial, as well as a Massachusetts Life, Accident, and Health Insurance License. Jackie currently resides in Milford, MA with her family.
Rockland Trust Company and RT Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: CT,FL,MA,NC,NJ,PA,RI,TX,VA
Securities services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Rockland Trust Company and RT Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using RT Investment Services, and may also be employees of Rockland Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Rockland Trust Company or RT Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency / Not Rockland Trust Guaranteed /
Not Rockland Trust Deposits or Obligations / May Lose Value