Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Luckner is a financial advisor with over 25 years of experience in the financial services industry. Jacqueline is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has held previous positions with several other firms, including NATWEST Securities Corporation and Donaldson, Lufkin & Jenrette Securities Corporation. Jacqueline holds the Series 7, 63, 65 and 66 licenses. Jacqueline specializes in providing financial advice to high-net-worth individuals, corporations, insurance companies, pension and profit-sharing plans, charitable organizations and state or municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
05/29/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SARASOTA FL)
NY
06/27/1997 - 07/23/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/30/1996 - 09/04/1997
NATWEST SECURITIES CORPORATION (NEW YORK NY)
NJ
07/09/1992 - 08/15/1996
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
WI
11/29/1990 - 07/17/1992
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
08/25/1988 - 02/27/1990
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 05/23/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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