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Jacqueline Ann Cannella

Roble, Belko AND Company, Inc.

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About Jacqueline Ann Cannella

Jacqueline Ann Cannella is a financial advisor with Roble, Belko And Company, Inc. Jacqueline has been in the financial services industry since 2019. Jacqueline has a Series 7TO, Series 66, and SIE license and is registered in Pennsylvania. Jacqueline is a Certified Financial Planner. Jacqueline is dedicated to providing personalized financial planning and portfolio management services to individuals, families, and businesses. Jacqueline is committed to helping clients achieve their financial goals.

Firm Information

Jacqueline Cannella is currently registered with Roble, Belko AND Company, Inc.. Roble, Belko AND Company, Inc. is an investment advisor registered with the SEC, headquartered in SEWICKLEY, PA. The firm manages over $1 billion in assets for individuals, corporations, and charitable organizations. Their services include financial planning, portfolio management, and selection of other advisors. They have 7 investment advisor representatives and are accessible at HTTPS://WWW.LINKEDIN.COM/COMPANY/ROBLE-BELKO-&-COMPANY and https://roblebelko.com/.
Roble, Belko AND Company, Inc.

1603 CARMODY COURT

SEWICKLEY, PA 15143

$1.08B

Assets Under Management

1

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacqueline Cannella’s Registration & Firm History

PA

03/13/2024 - Present

Roble, Belko AND Company, Inc. (SEWICKLEY PA)

PA

03/04/2022 - 03/12/2024

UBS FINANCIAL SERVICES INC. (SEWICKLEY PA)

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Licenses & Designations

BOTH

Issued 05/20/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/20/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacqueline Ann Cannella.
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