Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackie? Claim Your ProfileJackie Fontana is a financial advisor with FBB Capital Partners. Jackie has been in the industry since 1998 and has experience working with individual investors, high-net-worth individuals, and charitable organizations. Jackie holds the Series 6, 7, and 63 licenses and is a Certified Financial Planner. Jackie's expertise includes financial planning and portfolio management.
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.
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.
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2
MD
02/03/2022 - Present
FBB Capital Partners (BETHESDA MD)
NY
01/12/2001 - 06/14/2002
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
08/18/1998 - 04/19/1999
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
NY
01/16/1998 - 08/26/1998
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 01/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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