Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Lu is a financial advisor with Morgan Stanley & Co. LLC, located in San Francisco, CA. Jacqueline Lu has been working in the financial services industry since August 15, 2017. Jacqueline Lu is registered with FINRA and holds Series 63, Series 79TO, SIE and Series 52 licenses.
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.
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.
1
2
CA
08/16/2017 - Present
Morgan Stanley & Co. LLC (San Francisco CA)
BC
Issued 08/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2017
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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