Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Leveroni is a financial advisor with LPL Financial LLC, working with individuals, families, and businesses to help them achieve their financial goals. Jacqueline has been in the financial services industry for over 15 years and holds the Series 66 license, indicating a strong foundation in financial planning and investment management. Jacqueline’s career in financial services has included roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Jacqueline’s current location is Rye, NH and Braintree, MA.
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.
Consulting and other non-discretionary advisory services
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.
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NH
12/04/2024 - Present
LPL Financial LLC (Rye NH)
Active
Inactive
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