Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclynn? Claim Your ProfileJaclynn Parent is a financial advisor with over 20 years of experience in the industry. Jaclynn is currently registered with Morgan Stanley and has been with the firm since February 2016. Prior to joining Morgan Stanley, Jaclynn worked for J.P. Morgan Securities LLC, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION and First Investors Corporation. Jaclynn has a wide range of experience in the financial services industry, including investment advisory, securities trading and financial planning. Jaclynn is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
03/19/2020 - Present
Morgan Stanley (Farmington Hills MI)
MI
10/01/2012 - 02/22/2016
J.P. MORGAN SECURITIES LLC (COMMERCE TWP MI)
MI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FARMINGTON MI)
IL
03/25/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
02/11/2000 - 07/30/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 12/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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