Jacqueline
Oprean
Alden Investment Group
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About this Advisor
Jacqueline Oprean is a financial advisor based in Wayne, Pennsylvania, working with Alden Investment Group. Jacqueline has previously held positions at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A, Edward Jones, J. Alden Associates, Inc, and Alden Investment Advisors LLC. Jacqueline has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Jacqueline is part of Alden Investment Group, which operates out of Wayne, Pennsylvania. The firm has 32 employees and manages assets totaling $290.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Alden Investment Group includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alden Investment Group Brokerage Details
$290,949,395
32
953
$305,298
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Jacqueline Oprean Work History
J. Alden Associates, Inc
Alden Investment Advisors LLC
Edward Jones
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney LLC
Disclosures
Please visit the SEC profile of Jacqueline Oprean 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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