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Jacqueline Concepcion Ibelli

Lifemark Securities Corp.

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About Jacqueline Concepcion Ibelli

Jacqueline Concepcion Ibelli is a registered representative with Lifemark Securities Corp. Jacqueline has been in the industry since 1992 and has experience in providing financial advice to a variety of clients, including individuals and corporations. Jacqueline is also registered with the state of New York and has passed the Series 6, Series 63, and SIE exams. Previously, Jacqueline worked for MSI Financial Services, Inc., MML Investors Services, LLC, and Metropolitan Life Insurance Company.

Firm Information

Jacqueline Ibelli is currently registered with Lifemark Securities Corp.. Lifemark Securities Corp. is a registered investment advisor headquartered in Rochester, NY. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 86 licensed agents, investment advisor representatives, and registered representatives who manage $246,107,839 in assets for 1,231 accounts. They are registered with the SEC and in all 50 states.
Lifemark Securities Corp.

400 WEST METRO PARK

ROCHESTER, NY 14623

$246.11M

Assets Under Management

780

Total Clients

135

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 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 Ibelli’s Registration & Firm History

NY

03/22/2019 - Present

Lifemark Securities Corp. (Pearl River NY)

NY

03/25/2017 - 10/31/2017

MML INVESTORS SERVICES, LLC (ELMSFORD NY)

NY

02/17/1992 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (ELMSFORD NY)

NY

02/17/1992 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (WHITE PLAINS NY)

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Licenses & Designations

BC

Issued 02/28/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacqueline Concepcion Ibelli.
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