Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackie? Claim Your ProfileJackie Everet Weimer is a financial advisor at Ameriprise Financial Services, LLC. Jackie has been in the industry since 1999 and has a strong track record of success. Jackie specializes in providing financial planning and investment management services to individuals, families, and businesses. Jackie has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Jackie is also a Certified Public Accountant (CPA). Jackie has a strong commitment to providing clients with personalized financial advice and strategies. Jackie is also dedicated to building long-term relationships with clients.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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
MO
02/08/2012 - Present
Ameriprise Financial Services, LLC (SPRINGFIELD MO)
MO
09/07/2000 - 02/16/2012
LPL FINANCIAL LLC (SPRINGFIELD MO)
IL
12/06/1999 - 12/04/2000
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
IA
Issued 12/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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