Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Jin Hong is an investment advisor representative with Cetera Investment Advisers LLC. Jaclyn has been in the financial industry since March 2021. Jaclyn is registered to provide investment advice in California. Jaclyn is also registered with FINRA and is a Series 7 and Series 66 licensed holder. In addition to her role as an investment advisor representative, Jaclyn also works with Insight Wealth and Insurance Solutions, which is a DBA for sales of health insurance and life insurance. She has been working with Insight since December 2019. Jaclyn has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Jaclyn is dedicated to helping clients achieve their financial goals and is committed to providing personalized financial advice.
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
CA
03/13/2023 - Present
Cetera Investment Advisers LLC (VALENCIA CA)
CA
03/16/2021 - 03/15/2023
AVANTAX INVESTMENT SERVICES, INC. (Chatsworth CA)
BOTH
Issued 05/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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