Jacqueline A. Cannella
Professional summary
Jacqueline Ann Cannella, who also goes by Jacqueline A Cannella, is a registered financial advisor currently at ROBLE, BELKO AND COMPANY, INC. located in Sewickley, Pennsylvania.
Jacqueline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jacqueline has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacqueline Ann Cannella's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 13, 2024 - Present
ROBLE, BELKO AND COMPANY, INC.
Office #1: 1603 Carmody Court Suite 401, Sewickley, PA 15143May 20, 2022 - March 12, 2024
UBS FINANCIAL SERVICES INC.
March 4, 2022 - March 12, 2024
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
ROBLE, BELKO AND COMPANY, INC.
CRD#: 123286 / SEC#: 801-61829
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/13/2024)
Exams
Series 7TO
Date: 3/4/2022
General Securities Representative ExaminationCurrent Firm
ROBLE, BELKO AND COMPANY, INC.
CRD#: 123286 / SEC#: 801-61829
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,048 |
| AUM (Assets Under Management) | $ 1,075,569,668 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/27/2025 | ||
| 09/18/2023 | ||
| 08/17/2022 |
Red Flags
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