Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacque? Claim Your ProfileJacque Kuchta is a financial advisor with UBS Financial Services Inc., working with clients in New Orleans, LA. Jacque is registered to provide investment advice in 35 states. Jacque has been in the securities industry since April 19, 1988, and joined UBS Financial Services Inc. in January 2012. Jacque has a wide range of certifications, including Series 7, 31, and 63, and the SIE and Series 65 exams.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
LA
01/19/2012 - Present
UBS Financial Services Inc. (NEW ORLEANS LA)
LA
04/20/1988 - 01/20/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW ORLEANS LA)
IA
Issued 03/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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