Unclaimed
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 over 8 years of experience in the industry. Jaci is currently registered with Edelman Financial Engines and is licensed to provide investment advice in California and Texas. Jaci has a broad range of experience in the financial services industry, including working with Ameritas Investment Corp., Dennis W Wilson Insurance Agency, Wilson Financial Advisors, Seeman Holtz, Quest Capital Strategies, Inc., SA Stone Investment Advisors Inc., and Financial Engines Advisors L.L.C. Jaci holds a Series 63, Series 66, Series 7, and Series 24 license. Jaci is also a Certified Financial Planner.
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 9/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/2/2017
Series 24 - General Securities Principal Examination
BC
Issued 11/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/1/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/1/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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