Jacqueline A. Tedesco

RABENOLD ADVISORS

Williamsville, NY 14221

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CRD#: 2975454

Professional summary

Jacqueline A Tedesco, who also goes by Jacqueline Ann Fensel, Jacqueline Fensel, Jacqueline A Tedesco, Jacqueline Ann Tedesco, is a registered financial advisor currently at RABENOLD ADVISORS, INC. located in Williamsville, New York and LPL FINANCIAL LLC located in Williamsville, New York.

Jacqueline is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jacqueline has worked at 5 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacqueline Ann Fensel | Jacqueline Fensel | Jacqueline A Tedesco | Jacqueline Ann Tedesco

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 17, 2026 - Present

RABENOLD ADVISORS, INC.

Office #1: 5930 Main Street Suite 400, Williamsville, NY 14221

CRD#: 283882

Williamsville, NY

Current

March 12, 2026 - Present

LPL FINANCIAL LLC

Office #1: 5930 Main Street Suite 400, Williamsville, NY 14221

RIA

CRD#: 6413

WILLIAMSVILLE, NY

Past

February 7, 2022 - April 16, 2024

MORGAN STANLEY

RIA

CRD#: 149777

Buffalo, NY

Past

June 2, 2021 - April 16, 2024

MORGAN STANLEY

CRD#: 149777

Buffalo, NY

Past

November 10, 1999 - June 12, 2001

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

October 2, 1998 - October 1, 1999

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New York
(3/12/2026)

IAR

New York
(3/17/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/7/2022

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/23/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/23/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/2/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/24/2020

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/1/1998

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

RABENOLD ADVISORS, INC.

RABENOLD ADVISORS, INC. | RABENOLD BUCKLEY ADVISORS, INC.

CRD#: 283882 / SEC#: 801-135399

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Contact information

Main Address

5930 Main Street Suite 400, Williamsville, NY 14221

Mailing Address

Phone number

(716) 568-8790

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Part 2 Brochures

Regulatory assets under management

Total Number of Accounts	69
AUM (Assets Under Management)	$ 32,339,745

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael Gimlin

LPL FINANCIAL LLC

IAR

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Jacqueline A. Tedesco

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

RABENOLD ADVISORS, INC.

LPL FINANCIAL LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/7/2022

Series 65

Date: 10/23/1998

Series 63

Date: 10/23/1998

Series 7TO

Date: 6/2/2021

SIE

Date: 11/24/2020

Series 7

Date: 10/1/1998

FINRA

Current Firm

RABENOLD ADVISORS, INC.

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RABENOLD ADVISORS, INC.

TRUST BUT VERIFY

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