Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Lakocy is a financial advisor with over 39 years of experience in the industry. Jacqueline is currently registered with Continuum Advisory, LLC and is also a Certified Financial Planner. Jacqueline has previously been registered with several other firms including Triad Advisors, LLC, Signator Investors, Inc., Transamerica Financial Advisors, Inc, Brookstreet Securities Corporation, Veritrust Financial, LLC, Aragon Financial Services, Inc., Berman and Stickel Incorporated, Titan/Value Equities Group, Inc., Durham Securities Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jacqueline has a proven track record of success in providing financial planning and investment advice to individuals, families, businesses, and charitable organizations. Jacqueline specializes in providing financial advice to clients with assets between $1 million and $10 million.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
ID
08/05/2016 - Present
Continuum Advisory, LLC (EAGLE ID)
CA
11/14/2017 - 08/23/2024
TRIAD ADVISORS LLC (Soquel CA)
CA
05/13/2016 - 11/17/2017
SIGNATOR INVESTORS, INC. (SANTA CRUZ CA)
CA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MILL VALLEY CA)
CA
05/09/2006 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (MILL VALLEY CA)
CA
04/07/2004 - 05/04/2006
BROOKSTREET SECURITIES CORPORATION (LAGUNA BEACH CA)
TX
04/22/2002 - 04/08/2004
VERITRUST FINANCIAL, LLC (AUSTIN TX)
CA
04/01/1991 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
CA
10/02/1990 - 04/11/1991
BERMAN AND STICKEL INCORPORATED (SAN FRANCISCO CA)
CA
11/17/1987 - 09/26/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
05/14/1987 - 11/24/1987
DURHAM SECURITIES CORPORATION
NA
08/26/1982 - 07/23/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 08/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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