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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Marie Shaughnessy is an Investment Adviser Representative with Mill Creek Capital Advisors, LLC. Jaclyn has been in the industry since 2011 and holds Series 6, Series 63 and Series 65 licenses. Jaclyn is a specialist in providing financial planning, portfolio management and pension consulting. Mill Creek Capital Advisors, LLC manages over $8 billion in assets. The firm primarily serves high-net-worth individuals, pension and profit sharing plans, charitable organizations, corporations, pooled investment vehicles, and business development companies.
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.
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
PA
03/19/2019 - Present
Mill Creek Capital Advisors, LLC (Conshohocken PA)
PA
08/12/2011 - 01/05/2017
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 03/19/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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