Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
N
NYSE Chicago, Inc.
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