Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Hissick is an active investment advisor representative with Newedge Advisors. Jaclyn has been in the industry since 2004 and has a Series 7, Series 6, Series 63, and Series 65 licenses. Jaclyn has experience with Cetera Advisor Networks LLC, Infinex Investments, Inc., Harvest Capital LLC, Banc of America Investment Services, Inc., and Quick & Reilly, Inc.
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.
1
2
CT
01/02/2024 - Present
Newedge Advisors (Milldale CT)
CA
10/19/2018 - 01/05/2024
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CT
11/20/2013 - 10/19/2018
INFINEX INVESTMENTS, INC. (SOUTHINGTON CT)
CT
02/17/2010 - 11/20/2013
HARVEST CAPITAL LLC (SOUTHINGTON CT)
CT
10/20/2004 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WEST HARTFORD CT)
NY
08/26/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 07/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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