Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Bautista is a financial advisor who has been working in the industry since 2015. Currently, Jaclyn is registered with Ameritas Advisory Services, LLC. Previously, she has worked for Calton & Associates, Inc. and J.W. Cole Financial, Inc. Jaclyn is a registered representative and investment advisor representative with a strong background in financial planning and portfolio management. Jaclyn's expertise includes working with individuals, businesses, pension and profit-sharing plans, and charitable organizations.
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.
Solicitor fees
1
2
FL
11/01/2021 - Present
Ameritas Advisory Services, LLC (Tamps FL)
FL
04/01/2019 - 05/24/2021
CALTON & ASSOCIATES, INC. (TAMPA FL)
FL
08/03/2015 - 04/02/2019
J.W. COLE FINANCIAL, INC. (TAMPA FL)
BOTH
Issued 05/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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