Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelin? Claim Your ProfileJacquelin Sebastian is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 20 years of experience in the financial services industry. Jacquelin is registered to provide investment advice in Arkansas and Texas. Prior to joining Merrill Lynch, Jacquelin worked for Wells Fargo Advisors, LLC, and Citigroup Global Markets Inc. Jacquelin holds Series 7, Series 63, and Series 66 licenses. Jacquelin specializes in providing financial advice to high net worth individuals, corporations, and institutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
AR
10/29/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LITTLE ROCK AR)
AR
03/27/2009 - 10/19/2015
WELLS FARGO ADVISORS, LLC (HOT SPRINGS VILLAGE AR)
AR
10/12/2005 - 04/01/2009
CITIGROUP GLOBAL MARKETS INC. (LITTLE ROCK AR)
NJ
03/13/2002 - 08/13/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 06/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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