Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Green is a financial advisor with over 20 years of experience in the industry. Jaclyn is currently registered with Snowden Capital Advisors LLC and is licensed in multiple states. Previously, Jaclyn worked at firms such as Fieldpoint Private Securities, Wells Fargo Clearing Services, and Merrill Lynch. Jaclyn provides a range of financial services including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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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NY
08/29/2022 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
NY
05/22/2017 - 10/03/2022
FIELDPOINT PRIVATE SECURITIES, LLC (NEW YORK NY)
NY
08/15/2016 - 05/25/2017
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
10/23/2009 - 01/04/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/22/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
NY
01/01/2005 - 05/05/2005
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
10/01/2001 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
IA
Issued 12/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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