Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Mullica is a financial advisor registered with Ameriprise Financial Services, LLC, a firm with over $1 trillion in regulatory assets under management. Jaclyn has been in the financial industry since 2007 and holds Series 7, Series 66 and SIE licenses. Jaclyn has been registered with Ameriprise Financial Services, LLC since October of 2024. Prior to that, Jaclyn was employed by PNC INVESTMENTS and Citizens Securities, Inc. and has experience working with individuals, businesses, trusts/estates, corporations, charitable organizations, pension and profit sharing plans, and insurance companies. Jaclyn’s areas of specialization include asset allocation, financial planning, and portfolio management.
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
MI
10/18/2024 - Present
Ameriprise Financial Services, LLC (Bloomfield Hills MI)
MI
11/15/2016 - 11/01/2018
PNC INVESTMENTS (ROMEO MI)
MI
11/13/2009 - 06/02/2016
PNC INVESTMENTS (ROMEO MI)
MI
11/01/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (ROCHESTER HILLS MI)
MI
06/07/2006 - 10/01/2007
THRIVENT INVESTMENT MANAGEMENT INC. (NOVI MI)
BOTH
Issued 07/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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