Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelyn? Claim Your ProfileJacquelyn Lev is an investment advisor representative at Cetera Investment Advisers LLC. Jacquelyn has been in the financial services industry since June 20, 2017. Jacquelyn is registered with the state of New Mexico and Texas. Jacquelyn has a background in accounting and finance and has a proven track record of success in providing investment advice to individuals and businesses. Jacquelyn is also a certified public accountant (CPA) and is licensed to prepare taxes.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
09/19/2022 - Present
Cetera Investment Advisers LLC (SCHAUMBURG IL)
TX
06/09/2017 - 09/06/2022
CETERA INVESTMENT SERVICES LLC (VICTORIA TX)
BOTH
Issued 09/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2017
Series 24 - General Securities Principal Examination
BC
Issued 06/21/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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