Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacklyn? Claim Your ProfileJacklyn Lozano is a registered representative with Ameriprise Financial Services, LLC. Jacklyn Lozano has been in the financial services industry since April 2003. Jacklyn Lozano is a Registered Representative and Investment Advisor Representative in the state of New York. Jacklyn Lozano is also registered in 29 other states and the District of Columbia. Jacklyn Lozano has worked at Ameriprise Financial Services, LLC since March 2016, and previously at M.J. WHITMAN LLC from March 2003 to February 2016. Jacklyn Lozano specializes in portfolio management, financial planning, and pension consulting. Jacklyn Lozano is a Certified Financial Planner (CFP®).
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.
Asset allocation services
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
07/21/2016 - Present
Ameriprise Financial Services, LLC (NEW YORK NY)
NY
03/26/2003 - 02/22/2016
M.J. WHITMAN LLC (NEW YORK NY)
BOTH
Issued 10/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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