Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Allison Klaber is a financial professional with over 10 years of experience in the industry. Jacqueline currently works for Rockefeller Financial LLC, a firm with over $50 billion in assets under management, specializing in providing financial planning and portfolio management services to individuals, businesses, and institutions. Jacqueline previously worked at Goldman Sachs & Co. LLC and Citigroup Global Markets Inc., where she gained valuable experience in the financial services sector. Jacqueline is committed to providing her clients with personalized financial advice and guidance to help 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.
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
NY
12/12/2018 - Present
Rockefeller Financial LLC (New York NY)
NY
04/29/2014 - 03/27/2018
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
10/02/2012 - 02/13/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 09/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 03/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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