Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Ballola is a financial advisor with Citigroup Global Markets Inc., a firm with over $50 billion in assets under management. Jacqueline has been in the financial services industry since 2003 and has a wide range of experience, having previously worked at J.P. MORGAN SECURITIES LLC, UBS FINANCIAL SERVICES INC., SAFRA SECURITIES LLC, HAPOALIM SECURITIES USA, INC., MORA WM SECURITIES, STANCHART SECURITIES INTERNATIONAL, INC., and SANTANDER SECURITIES.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/31/2023 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
12/05/2022 - 10/26/2023
J.P. MORGAN SECURITIES LLC (Miami FL)
FL
01/14/2020 - 11/14/2022
UBS FINANCIAL SERVICES INC. (Coral Gables FL)
FL
05/24/2017 - 06/28/2018
SAFRA SECURITIES LLC (AVENTURA FL)
FL
05/07/2014 - 05/15/2017
HAPOALIM SECURITIES USA, INC. (AVENTURA FL)
FL
01/24/2013 - 05/14/2014
MORA WM SECURITIES (MIAMI FL)
FL
01/12/2009 - 07/06/2012
STANCHART SECURITIES INTERNATIONAL, INC. (MIAMI FL)
FL
04/20/2004 - 12/12/2008
SANTANDER SECURITIES (MIAMI FL)
FL
05/03/2001 - 04/21/2004
COUTTS SECURITIES INC. (MIAMI FL)
BC
Issued 12/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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