Jacqueline
Luckner
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Jacqueline Luckner is a financial advisor operating in Sarasota, Florida with a total of 4 years of industry experience. Luckner is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Luckner has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, United Nursery School, Garden City Lutheran Nursery School, Garden City Cooperative Nursery School, Garden City Community Nursery School, Jewish Early Learning Center, New York Sports Club, Synergy Fitness, Retro Fitness, Equinox Fitness, Prohealth Fitness and Healthtrax. Luckner maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Connecticut, Florida, New York and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business operating out of New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 financial advisors. It manages $1 trillion in assets under management among its 2,864,234 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% belong to high-net-worth individuals who have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management largely are based on the financial services offered. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc can consist of some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jacqueline Luckner Work History
Jacqueline has been registered as a financial advisor for 4 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Equinox Fitness
Retro Fitness
Garden City Community Nursery School
Jewish Early Learning Center
New York Sports Club
Synergy Fitness
Prohealth Fitness
Garden City Lutheran Nursery School
Garden City Cooperative Nursery School
United Nursery School
Healthtrax
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacqueline Luckner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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