Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Anne Latona is a financial advisor with over 10 years of experience in the financial services industry. Jacqueline is currently registered with Wells Fargo Clearing Services, LLC and holds Series 6, 7, 63, and 66 licenses. Prior to joining Wells Fargo, Jacqueline was an advisor with PNC Investments and Cetera Investment Services LLC. Jacqueline specializes in providing financial planning and investment management services to individuals, families, and businesses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
10/03/2024 - Present
Truist Advisory Services, Inc. (BRADENTON FL)
MN
02/05/2019 - 03/18/2021
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
FL
02/13/2018 - 07/27/2018
PNC INVESTMENTS (Sarasota FL)
FL
10/07/2016 - 01/31/2018
WELLS FARGO CLEARING SERVICES, LLC (BRADENTON FL)
BOTH
Issued 10/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 7/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/7/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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