Unclaimed
Jack Celestino Acebal is an active investment advisor registered with Wells Fargo Clearing Services, LLC. Jack has been in the industry since 1970 and has experience working with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Jack is registered in multiple states and has a wide range of licenses and certifications. Jack provides a variety of financial services including financial planning, portfolio management, and investment consulting.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (DAYTONA BEACH FL)
NY
09/15/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/28/1985 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
11/26/1979 - 10/24/1985
SHEARSON LEHMAN BROTHERS INC.
NA
01/18/1978 - 11/26/1979
LOEB PARTNERS
NA
05/05/1977 - 01/18/1978
HORNBLOWER, WEEKS, NOYES & TRASK INCORPORATED
NA
02/07/1974 - 05/05/1977
HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED
NA
07/02/1973 - 04/08/1974
DUPONT WALSTON, INCORPORATED
NA
07/24/1970 - 07/02/1973
DUPONT GLORE FORGAN INCORPORATED
IA
Issued 06/25/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1977
PC - AMEX Put and Call Exam
BC
Issued 12/14/1964
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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