Jacqueline Purcell
CRD Number: 6355923Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jacqueline Purcell (CRD# 6355923) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chagrin Falls, OH and has over 9 years of experience in the finance industry.
CRD# 4803355
Transamerica Financial Advisors, Inc.
CRD# 4428250
Ubs Financial Services Inc.
CRD# 2446519
Pnc Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Chagrin Falls, OH | Jul 2017 - Current | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chagrin Falls, OH | Jun 2017 - Current | 6 |
| Morgan Stanley Smith Barney LLC | Akron, OH | Sep 2015 - Jun 2017 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Feb 2015 - Jun 2017 | 2 |
| Morgan Stanley Smith Barney LLC | Canton, OH | Jun 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- OH
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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