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JM

Jacqueline A. Miller

REALTA EQUITIES
WILMINGTON, DE 19801
Some features on this profile are disabled
CRD#: 600311
JM

Professional summary

Jacqueline Ann Miller, who also goes by Jacqueline Ann Seidman, is a registered financial professional currently at REALTA EQUITIES, INC. located in Wilmington, Delaware.

Jacqueline is registered as a RR (Registered Representative) and started their career in finance in 1981. Jacqueline has worked at 11 firms and has passed the Series 63, Series 7TO, SIE, PC and Series 1 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jacqueline Ann Seidman

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) - BD

Click below to view Jacqueline Ann Miller's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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 7, 2022 - Present

REALTA EQUITIES, INC.

Office #1: 1201 N. Orange Street Suite 729, Wilmington, DE 19801
BD
CRD#: 23769
WILMINGTON, DE
Past

May 3, 2019 - March 1, 2022

IBN FINANCIAL SERVICES, INC.

BD
CRD#: 42360
Suffern, NY
Past

November 17, 2017 - April 24, 2019

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
SUFFERN, NY
Past

October 8, 2010 - October 20, 2017

AEGIS CAPITAL CORP.

BD
CRD#: 15007
NEW YORK, NY
Past

April 24, 2008 - October 7, 2010

WESTROCK ADVISORS, INC.

BD
CRD#: 114338
NEW YORK, NY
Past

October 23, 2002 - May 16, 2008

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

June 1, 1999 - October 23, 2002

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

March 18, 1997 - June 1, 1999

STUART, COLEMAN & CO., INC.

BD
CRD#: 8642
NEW YORK, NY
Past

May 30, 1995 - January 22, 1997

HAMPSHIRE SECURITIES CORPORATION

BD
CRD#: 19725
NEW YORK, NY
Past

September 7, 1982 - June 12, 1995

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

October 19, 1981 - August 20, 1982

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656

State Registrations and Notice Filings

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

RR
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

RR
Maryland
(3/7/2022)
RR
New Jersey
(3/7/2022)
RR
New York
(3/7/2022)
RR
North Carolina
(8/8/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 3/3/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
PC
Date: 5/9/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 6/26/1972
Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

RE
REALTA EQUITIES, INC.
COASTAL EQUITIES, INC. | THE FALMOUTH FINANCIAL GROUP | REALTA WEALTH | REALTA EQUITIES, INC.

CRD#: 23769 / SEC#: , 8-40822

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
1201 N. Orange Street Suite 300, Wilmington, DE 92130
Mailing Address
1201 N. Orange Street Suite 729, Wilmington, DE 19801
Phone number
(888) 657-5200
Established
Massachusetts since 01/24/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ORANGE STREET HOLDINGS, INC.SHAREHOLDER
BALTOVSKI, ALEXANDERFINOP OFFICER2350828
ODOM, AMY ENITHAML OFFICER2674773
PALMER, JACOB DANIELCHIEF COMPLIANCE OFFICER2309603
SCHULTZ, BARRETT OLIVERCHIEF OPERATIONS OFFICER2741114

Disclosures

Regulatory Event7

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.

Company Information

REALTA EQUITIES, INC.

CRD#: 23769Wilmington, DE 19801

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