Unclaimed
Jacqueline Taddei is a registered representative with Guggenheim Securities, LLC. She has been in the securities industry since July 9, 1994. Jacqueline has passed the Series 63, Series 7, and the Securities Industry Essentials Examination. Jacqueline's previous experience includes roles at Rothschild Inc. and Bear, Stearns & Co. Inc. Jacqueline is licensed in New York.
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.
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.
1
2
NY
06/22/2009 - Present
Guggenheim Securities, LLC (NEW YORK NY)
NY
09/18/2008 - 06/22/2009
ROTHSCHILD INC. (NEW YORK NY)
NY
06/27/1994 - 09/04/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 04/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jacqueline Taddei is the right advisor for you? Invested Better is here to help.