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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Lane is a financial advisor currently registered with Morgan Stanley. Jacqueline has been in the industry since 2014 and has a Series 66, SIE and Series 7. Jacqueline previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jacqueline is registered with the State of New Jersey, State of New York and is a resident of Texas. Jacqueline is also registered as an Investment Advisor Representative (IAR) in the State of New Jersey, State of New York and Texas. Jacqueline works with individual clients, high net worth individuals, corporations and other businesses, insurance companies, banking or thrift institutions, pension and profit-sharing plans, charitable organizations, investment companies, state or municipal government entities and investment clubs. Jacqueline is registered to provide financial planning services, pension consulting, educational seminars, selection of other advisors, and portfolio management services. Jacqueline is licensed to provide investment advice in all 50 states, Washington, D.C., Puerto Rico and the Virgin Islands. Jacqueline's current employer Morgan Stanley has approximately 1,402,425,838,334 assets under management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/05/2024 - Present
Morgan Stanley (New York NY)
NY
11/10/2014 - 02/20/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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