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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaci? Claim Your ProfileJaci L. Iannello is a financial advisor with Edelman Financial Engines. Jaci has been in the industry since 2014 and is licensed to provide investment advice in California and Texas. Jaci is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in providing financial planning, portfolio management, and retirement planning services to individuals and families. Jaci has experience working with high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Jaci previously worked with Ameritas Investment Corp. and SA Stone Investment Advisors Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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CA
12/22/2022 - Present
Edelman Financial Engines (ANAHEIM CA)
CA
11/03/2014 - 11/10/2017
AMERITAS INVESTMENT CORP. (GARDEN GROVE CA)
BOTH
Issued 09/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2017
Series 24 - General Securities Principal Examination
BC
Issued 11/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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