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Detailed Report
JACQUELINE ANNE PEREZ
Jacqueline Anne Gabbard, Jacquie Gabbard, JACQUELINE ANNE LATONA, JACQUELINE LATONA, Jacquie LaTona
CRD#: 6693970
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 1605 LAKEWOOD RANCH BLVD
BRADENTON, FL 34211
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 1605 LAKEWOOD RANCH BLVD
BRADENTON, FL 34211
Registration History
201620172018201920202021202220232024202520262 FIRMS2022 - 2024 (2 years)2 FIRMS2024 - Present (<1 year)BCETERA INVESTMENT SERVICES LLC (CRD# 15340)2019 - 2021 (2 years)BPNC INVESTMENTS (CRD# 129052)2018 - 2018 (<1 year)BWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2016 - 2018 (1 year)
License(s)

State Registrations

B
Florida 9/26/2024
IA
Florida 10/3/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
1605 LAKEWOOD RANCH BLVD, BRADENTON, FL 34211
Registered with this firm since 10/3/2024
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
1605 LAKEWOOD RANCH BLVD, BRADENTON, FL 34211
SARASOTA, FL
Registered with this firm since 9/26/2024
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 10/13/2022 - 09/27/2024 WELLS FARGO ADVISORS (CRD#:19616) SARASOTA, FL
B
 09/06/2022 - 09/27/2024 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) SARASOTA, FL
B
 02/05/2019 - 03/18/2021 CETERA INVESTMENT SERVICES LLC (CRD#:15340) ST. CLOUD, MN
B
 02/13/2018 - 07/27/2018 PNC INVESTMENTS (CRD#:129052) Sarasota, FL
B
 10/07/2016 - 01/31/2018 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) BRADENTON, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.