Jaclyn Hissick (CRD# 4814992) is an Investment Advisor Representative working at Newedge Advisors in Milldale, CT and has over 19 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Securities | Pittsburgh, PA | Jan 2024 - Current | < 1 |
| Newedge Advisors | New Orleans, LA | Jan 2024 - Current | < 1 |
| The Nesso Group | Milldale, CT | Jan 2022 - Dec 2023 | 1 |
| Cetera Advisor Networks | El Segundo, CA | Oct 2018 - Dec 2023 | 5 |
| Cwm, LLC | Omaha, NE | Oct 2018 - Dec 2023 | 5 |
| Flp Financial Group, LLC | Cheshire, CT | Oct 2018 - Jan 2022 | 3 |
| Infinex Investments, Inc. | Meriden, CT | Nov 2013 - Oct 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2004 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2011 |
- CT
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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