Jacqueline Mallinson is a registered investment advisor, based in Ronkonkoma, NY, with 8 years of industry experience.
Location
3075 Veterans Memorial Hwy, Ste 130, Ronkonkoma, NY, 11779-7600
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacqueline is the owner and president of Jacqueline A. Menna Advisors, Inc. and Menna Wealth Planning Group, Inc., and also runs a crafting business called Jackie's Craft Room/Getting Jackie With It. She is also an independent contractor for Verity Financial Group, Inc. selling insurance and annuity products, and an investment advisor representative for Verity Asset Management, Inc., dedicating full-time hours to this role.
Employment History
Current Registrations
The Leaders Group, INC.
The Leaders Group, INC.Broker
Verity Asset Management
Previous Registrations
Verity Investments, INC.Broker
Pruco Securities, LLC.Broker
Planmember Securities CorporationBroker
State Registrations12 states
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