Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Marie Motta is a financial advisor with over 20 years of experience in the industry. Jacqueline is currently registered with Morgan Stanley and holds licenses in Connecticut, New York, and Texas. Prior to joining Morgan Stanley, Jacqueline was affiliated with several other firms including Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Citigroup Global Markets Inc. Jacqueline has a wide range of experience and is able to provide financial advice to a variety of clients, including individuals, families, businesses, and institutions.
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
09/20/2018 - Present
Morgan Stanley (Melville NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JERICHO NY)
NY
02/16/2007 - 04/02/2007
MORGAN STANLEY DW INC. (JERICHO NY)
NY
06/18/2001 - 02/26/2007
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
BOTH
Issued 07/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jacqueline Motta is the right advisor for you? Invested Better is here to help.
