Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Markoff is a financial advisor at Alliancebernstein LP. Jacqueline has been in the financial services industry since 2005. Jacqueline is registered with FINRA and the SEC. Jacqueline is a Certified Financial Planner and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Jacqueline specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Jacqueline has worked at Alliancebernstein LP since 2012. Prior to that, Jacqueline worked at Sontag Securities LLC.
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.
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
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.
1
2
FL
07/09/2013 - Present
Alliancebernstein LP (West Plam Beach FL)
NY
09/29/2005 - 04/28/2006
SONTAG SECURITIES LLC (NEW YORK NY)
IA
Issued 03/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 09/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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