Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackie? Claim Your ProfileJackie Ann Flahaven is a financial advisor with Berger Financial Group in Plymouth, MN. Jackie is a Certified Financial Planner and has been in the industry since 2006. Jackie has experience working with individuals, corporations, and charitable organizations. Jackie holds Series 7 and SIE licenses, and she is registered in Minnesota and Texas. Jackie has over 15 years of experience in the financial services industry and is committed to providing her clients with personalized financial advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
04/10/2024 - Present
Berger Financial Group (PLYMOUTH MN)
MN
07/27/2006 - 09/09/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (PLYMOUTH MN)
BC
Issued 09/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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