Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Pennella is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Short Hills, New Jersey. Jaclyn has been in the financial services industry since 2007 and has been with Wells Fargo Advisors since 2009. Jaclyn is registered to provide investment advice in 22 states and holds a Series 66 license. Jaclyn has a strong focus on providing investment consulting services to institutional clients, in addition to offering financial planning, pension consulting, and portfolio management for businesses and 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.
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.
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2
NJ
03/04/2019 - Present
Wells Fargo Advisors Financial Network, LLC (SHORT HILLS NJ)
NJ
01/01/2008 - 03/01/2019
WELLS FARGO CLEARING SERVICES, LLC (SHORT HILLS NJ)
NJ
08/22/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SHORT HILLS NJ)
BOTH
Issued 11/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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