Jacqueline Luckner
CRD Number: 1562289Current 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 33 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jericho, NY | Jun 2018 - Current | 5 |
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 |
- CT
- FL
- NY
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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