Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Laura Carrillo is a financial advisor with over 10 years of experience in the financial services industry. Jacqueline is currently registered with LPL Financial LLC and is licensed to conduct business in California, Florida, Oregon and Texas. Jacqueline has previously worked with Edward Jones, RBC Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and National Planning Corporation. Jacqueline offers a wide range of financial services, including financial planning, investment management, and retirement planning. Jacqueline specializes in working with high-net-worth individuals, corporations, and charitable organizations.
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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2
CA
12/03/2021 - Present
LPL Financial LLC (CAPITOLA CA)
MO
08/02/2021 - 10/01/2021
EDWARD JONES (ST. LOUIS MO)
CA
02/15/2017 - 08/10/2021
RBC CAPITAL MARKETS, LLC (MONTEREY CA)
CA
01/13/2015 - 11/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARMEL CA)
CA
06/02/2011 - 10/18/2013
NATIONAL PLANNING CORPORATION (SANTA CRUZ CA)
BOTH
Issued 10/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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