Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annika? Claim Your ProfileAnnika Jaques is a financial advisor with Neuberger Berman BD LLC. Annika has been in the financial services industry since 2019. Annika is registered with the state of New York and holds the Series 63, 65, and 7TO licenses. Annika has a background in financial planning, wealth management, and portfolio management. Annika is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
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Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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NY
11/30/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
CT
10/11/2019 - 10/21/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WESTPORT CT)
IA
Issued 11/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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