Jacqueline Oprean (CRD# 6129929) is an Investment Advisor Representative working at Alden Investment Group in Wayne, PA and has over 11 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J. Alden Associates, Inc. | Wayne, PA | Feb 2024 - Current | < 1 |
| Alden Investment Advisors LLC | Wayne, PA | Feb 2024 - Current | < 1 |
| Edward Jones | St.louis, MO | Oct 2018 - Feb 2024 | 5 |
| Morgan Stanley Smith Barney LLC | Canton, OH | Oct 2012 - Oct 2018 | 6 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Jan 2015 - Jul 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management291MILLIONS
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Total Number of Accounts953ACCOUNTS
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Average Account Value$305,298
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