Unclaimed
Jaclyn Evavold is an investment advisor representative registered with Cetera Investment Advisers LLC, a registered investment advisor. Jaclyn is also a registered representative of Cetera Investment Services LLC, a broker-dealer. Jaclyn has been in the securities industry since December 17, 1986. Jaclyn Evavold has been registered with Cetera Investment Advisers LLC since June 4, 2018. In addition, Jaclyn is registered with the states of Texas and Minnesota. Jaclyn Evavold specializes in financial planning, portfolio management, and pension consulting. The office of Cetera Investment Advisers LLC is located in St. Cloud, MN.
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.
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.
1
2
MN
04/09/2019 - Present
Cetera Investment Advisers LLC (ST CLOUD MN)
MN
05/31/2018 - 12/31/2019
CETERA INVESTMENT SERVICES LLC (ST CLOUD MN)
MN
12/12/2013 - 12/31/2019
CETERA ADVISOR NETWORKS LLC (ST CLOUD MN)
MN
01/06/2003 - 12/12/2013
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
MN
12/24/2009 - 12/31/2010
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MO
09/19/1997 - 01/03/2003
EDWARD JONES (ST. LOUIS MO)
MN
08/23/1995 - 09/24/1997
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
MN
05/22/1987 - 04/10/1995
MILLER & SCHROEDER FINANCIAL, INC. (MINNEAPOLIS MN)
NA
08/04/1988 - 08/17/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
08/04/1986 - 05/29/1987
FIRST INVESTORS CORPORATION
BC
Issued 08/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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