Jaclyn Cornelius (CRD# 4865084) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 13 years of experience in the finance industry. Jaclyn Cornelius has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3247019
Mcdermott Investment Advisors, LLC
CRD# 4577359
Ameriprise Financial Services, LLC
CRD# 5579611
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valley National Group | Bethlehem, PA | Dec 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2010 |
- PA
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Total Assets Under Management1,302MILLIONS
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Total Number of Accounts5,280ACCOUNTS
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Average Account Value$246,582
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, DE, FL, GA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, UT, VA
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