Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaqueline? Claim Your ProfileJaqueline Bernal is a financial advisor who has been in the industry since October 2012. Jaqueline is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in San Antonio, Texas. Jaqueline has previously been registered with several other firms, including MML INVESTORS SERVICES, LLC, AXA ADVISORS, LLC, LPL FINANCIAL LLC, and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Jaqueline is licensed in multiple states and has a range of experience in financial planning, portfolio management, and investment advisory services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
09/18/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN ANTONIO TX)
CA
09/13/2018 - 03/21/2019
MML INVESTORS SERVICES, LLC (SAN DIEGO CA)
CA
10/09/2017 - 07/18/2018
AXA ADVISORS, LLC (SAN DIEGO CA)
CA
08/24/2015 - 09/22/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
11/14/2013 - 08/20/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
CA
07/19/2012 - 10/29/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LA JOLLA CA)
TX
02/03/2012 - 03/22/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL PASO TX)
BOTH
Issued 4/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/2/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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