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Jacquelyn M Bitar

Bright Trading, LLC

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About Jacquelyn M Bitar

Jacquelyn Bitar is a financial professional with over 10 years of experience in the financial services industry. Jacquelyn has held positions at TD Ameritrade, Inc. and T. Rowe Price Investment Services, Inc. Jacquelyn is currently registered with Bright Trading, LLC. Jacquelyn is licensed to offer securities products and services in several states. She is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Jacquelyn Bitar is currently registered with Bright Trading, LLC. Bright Trading, LLC is a Limited Liability Company formed on July 31, 2000. The firm is approved and registered in Colorado, Nevada, and Pennsylvania. It also has one approved SEC registration. Bright Trading, LLC has been involved in 5 regulatory events and 1 arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jacquelyn Bitar’s Registration & Firm History

NV

06/28/2022 - Present

Bright Trading, LLC (HENDERSON NV)

CA

06/17/2013 - 04/15/2015

TD AMERITRADE, INC. (BEVERLY HILLS CA)

FL

08/16/2010 - 06/06/2013

T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 10/28/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/08/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2022

Series 57TO - Securities Trader Exam

BC

Issued 03/10/2022

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2011

Series 7 - General Securities Representative Examination

BC

Issued 08/13/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Chicago, Inc.

Disclosures

There are no public disclosures for Jacquelyn M Bitar.
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