Jacquelyn Lev is a registered investment advisor, based in Schaumburg, IL, with 8 years of industry experience.
Location
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
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Regulatory History
Clean regulatory record
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.
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Jacquelyn is a CPA and owner of Jacquelyn Lev CPA in Victoria, TX, offering tax preparation services and representing tax clients before the IRS. This takes minimal time.
Employment History
Current Registrations
Cetera Financial Specialists LLC
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
September 2022 - Present · 3 yrs 8 mos
Cetera Financial Specialists LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Cetera Investment Advisers LLC
September 2017 - September 2022 · 5 yrs
Cetera Investment Services LLCBroker
June 2017 - September 2022 · 5 yrs 3 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.