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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 Schleimer is a Registered Representative and Investment Advisor Representative at Morgan Stanley. Jacqueline has been in the industry since May 2010 and has been registered with Morgan Stanley since July 2019. Jacqueline is registered in 53 states and the District of Columbia for securities and in 5 states for investment advisory services. Jacqueline previously worked at J.P. Morgan Securities LLC, Barclays Capital Inc. and Sanford C. Bernstein & Co., LLC. Jacqueline holds the Series 7, Series 66 and SIE licenses. Jacqueline specializes in Asset Allocation Advice, Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals and Portfolio Management for Investment Companies.
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
FL
07/16/2019 - Present
Morgan Stanley (Miami FL)
NY
05/03/2011 - 07/16/2019
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
06/21/2010 - 05/05/2011
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
04/15/2011 - 04/15/2011
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/19/2010 - 06/28/2010
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BOTH
Issued 07/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2010
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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