Jacqueline Luckner, financial advisor Sarasota FL

Jacqueline Luckner

CRD Number: 1562289
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacqueline Luckner (CRD# 1562289) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sarasota, FL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jericho, NY Jun 2018 - Current 3
Equinox Fitness Great Neck, NY Feb 2017 - Jul 2018 1
Retro Fitness Oceanside, NY Nov 2016 - Jul 2018 1
New York Sports Club Garden City, NY Feb 2014 - Jul 2018 4
Synergy Fitness Merrick, NY Jan 2013 - Jul 2018 5
Garden City Community Nursery School Garden City, NY Sep 2015 - Jun 2018 2
Jewish Early Learning Center Merrick, NY Sep 2014 - Jun 2018 3
Garden City Cooperative Nursery School Garden City, NY Sep 2012 - Jun 2018 5
Garden City Lutheran Nursery School Garden City, NY Jan 2012 - Jun 2018 6
United Nursery School Rockville Centre, NY Sep 2011 - Jun 2018 6
Prohealth Fitness Lake Success, NY Nov 2013 - May 2017 3
Healthtrax Garden City, NY May 2011 - May 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1991
S65 NASAA Investment Advisors Law Examination Jul 1997
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Jacqueline Luckner
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • FL
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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