Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackelyn? Claim Your ProfileJackelyn Martin is a financial advisor with Stifel, Nicolaus & Company, Inc. Jackelyn has been in the financial services industry since 2006 and is registered with FINRA as a Series 7TO, Series 63, and Series 11 representative. Jackelyn specializes in providing financial advice to individuals, businesses, charitable organizations, insurance companies, banking or thrift institutions, pension and profit-sharing plans, and pooled investment vehicles. Jackelyn is committed to helping clients reach their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
06/15/2023 - Present
Stifel, Nicolaus & Company, Inc. (CANFIELD OH)
OH
09/25/2006 - 07/24/2007
BUTLER, WICK & CO., INC. (WARREN OH)
BC
Issued 08/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2006
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
C
Cboe BZX 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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