Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Bucello is a financial advisor with over 30 years of experience in the industry. Jacqueline is currently registered with Morgan Stanley and has held previous positions with firms like E*TRADE Securities LLC, Fidelity Brokerage Services LLC, UBS Securities LLC, CIBC Oppenheimer Corp., and Deutsche Morgan Grenfell Inc. Jacqueline holds licenses for both Series 63 and Series 66, and has also earned the Series 4, Series 24, Series 10 and Series 9 licenses. Jacqueline’s experience includes providing financial planning, pension consulting, educational seminars, asset allocation advice, and selection of other advisors. Jacqueline is also a general partner in Four Lions Development LLC, a property management company in Ossining, New York.
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.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
09/05/2023 - Present
Morgan Stanley (PURCHASE NY)
NY
01/15/2013 - 09/05/2023
E*TRADE SECURITIES LLC (Purchase NY)
NY
08/12/2008 - 01/02/2013
FIDELITY BROKERAGE SERVICES LLC (SCARSDALE NY)
NY
12/15/1998 - 05/23/2008
UBS SECURITIES LLC (NEW YORK NY)
NY
07/11/1997 - 01/13/1999
CIBC OPPENHEIMER CORP. (NEW YORK NY)
NY
05/07/1993 - 07/11/1997
DEUTSCHE MORGAN GRENFELL INC. (NEW YORK NY)
BOTH
Issued 05/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2020
Series 4 - Registered Options Principal Examination
BC
Issued 03/01/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/27/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/02/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/30/1999
Series 25 - NYSE Trading Assistant Examination
BC
Issued 05/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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