Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Yocius is a financial advisor with Neuberger Berman BD LLC. Jacqueline has over 10 years of experience in the financial services industry. Jacqueline holds both Series 63 and 66 securities licenses, along with Series 7 and SIE licenses. Jacqueline earned her licenses in 2015 and 2021, respectively. Jacqueline previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York. Jacqueline currently works out of the Chicago, IL branch office of Neuberger Berman BD 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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
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2
IL
10/20/2021 - Present
Neuberger Berman BD LLC (CHICAGO IL)
NY
10/15/2015 - 03/30/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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