Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Pappalardo is a financial advisor currently registered with BKM Wealth Management. Jaclyn has been in the industry since 2000 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Jaclyn is also a trustee for the Michael and Bonnie Schroeder Irrevocable Trust. Previously, Jaclyn worked at Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC.
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.
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.
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WI
03/03/2023 - Present
BKM Wealth Management (BROOKFIELD WI)
WI
05/01/2020 - 03/06/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BROOKFIELD WI)
WI
02/13/2009 - 05/01/2020
WELLS FARGO CLEARING SERVICES, LLC (WAUKESHA WI)
WI
04/02/2007 - 02/17/2009
MORGAN STANLEY & CO. INCORPORATED (WAUWATOSA WI)
WI
10/25/2000 - 04/02/2007
MORGAN STANLEY DW INC. (WAUWATOSA WI)
BOTH
Issued 08/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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