Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Black Smith is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC in California. Jaclyn Black Smith has been in the industry since 2022 and has experience working with individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and banking or thrift institutions. Jaclyn Black Smith is also a licensed attorney in California and has held real estate licenses in California.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
02/01/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
BOTH
Issued 06/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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