Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Cardenas is a registered representative of Sanctuary Advisors, LLC, a financial advisory firm with offices in Toledo, Ohio, and Indianapolis, Indiana. Jaclyn has been in the financial services industry since July 2019. Jaclyn is licensed in Arizona, California, Colorado, Florida, Georgia, Indiana, Kentucky, Michigan, Nevada, New York, North Carolina, Ohio, South Carolina, Tennessee, and Texas. Jaclyn holds the Series 66, Series 7TO and SIE licenses. The firm provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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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2
OH
02/19/2021 - Present
Sanctuary Advisors, LLC (Toledo OH)
OH
07/25/2019 - 03/08/2021
MORGAN STANLEY (TOLEDO OH)
BOTH
Issued 08/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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