Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackie? Claim Your ProfileJackie Lea Abels is a registered representative and investment advisor representative with Oppenheimer & Co. Inc. Jackie has been in the industry since October 3, 1993 and has held previous roles with CIBC World Markets Corp. and Salomon Smith Barney Inc. Jackie holds licenses in multiple states and is a Series 3, 7, and 65 licensed professional. Jackie specializes in providing financial planning, portfolio management, and pension consulting services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MO
11/03/2016 - Present
Oppenheimer & Co. Inc. (ST. LOUIS MO)
NY
11/24/1999 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
10/04/1993 - 12/02/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1997
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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