Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacklyn? Claim Your ProfileJacklyn Celano is an experienced financial professional with over 38 years in the industry. Jacklyn currently works at Rockefeller Financial LLC, where she is a Registered Representative. Prior to joining Rockefeller Financial, she held positions at Morgan Stanley and Credit Suisse Securities (USA) LLC. Jacklyn is a licensed professional in both Illinois and New York, specializing in various financial products and services. She holds a variety of professional certifications, including Series 63, Series 66, Series 7, and Series 99TO.
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.
A percentage of the total value of assets under management is charged.
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2
NY
02/17/2023 - Present
Rockefeller Financial LLC (NEW YORK NY)
IL
10/06/2017 - 03/02/2023
MORGAN STANLEY (Barrington IL)
IL
01/17/2003 - 06/24/2016
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
NJ
08/27/1993 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
04/11/1988 - 07/08/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/22/1983 - 04/11/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 11/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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