Jacqueline Mallinson (CRD# 6505117) is an Investment Advisor Representative working at Verity Asset Management in Ronkonkoma, NY and has over 6 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verity Investments, Inc. | Durham, NC | Jul 2020 - Current | 3 |
| Verity Asset Management | Durham, NC | Jul 2020 - Current | 3 |
| Pruco Securities LLC | Melville, NY | Jul 2019 - Jul 2020 | 1 |
| The Prudential Insurance Company Of America | Melville, NY | Jul 2019 - Jul 2020 | 1 |
| Planmember Securities Corporation | Carpinteria, CA | May 2018 - May 2019 | 1 |
| Mutual Inc. | Farmingville, NY | May 2018 - May 2019 | 1 |
| Planmember Securities Corporation | Carpinteria, CA | Jun 2017 - May 2018 | < 1 |
| Mutual, Inc. | Farmingville, NY | Jun 2017 - May 2018 | < 1 |
| Mutual Inc. | Farmingville, NY | Mar 2015 - Jun 2017 | 2 |
| School/college | Staten Island, NY | Sep 2013 - Dec 2016 | 3 |
| Mutual, Inc. | Farmingville, NY | Mar 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- NH
- NY
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Total Assets Under Management903MILLIONS
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Total Number of Accounts8,036ACCOUNTS
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Average Account Value$112,356
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI
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