Unclaimed
Jacquelyn Krese is a financial advisor with Blackrock Investments, LLC, working out of the New York office. Jacquelyn has been in the industry since October 1994. Previously, Jacquelyn worked at CREDIT SUISSE SECURITIES (USA) LLC and J.P. MORGAN SECURITIES INC. Jacquelyn holds Series 7, 24, 63, 72 and 79TO securities licenses.
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
07/14/2021 - Present
Blackrock Investments, LLC (NEW YORK NY)
NY
06/21/2005 - 06/21/2021
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
01/11/2001 - 06/08/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/05/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/28/1994 - 01/19/1999
CHASE SECURITIES INC. (NEW YORK NY)
NA
02/27/1990 - 11/25/1991
CITIZENS AND SOUTHERN SECURITIES CORPORATION
BC
Issued 02/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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