Invested Better
Unclaimed

Unclaimed

Unclaimed

Jacqueline Alexis Venier

Plante Moran Financial Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your Profile

About Jacqueline Alexis Venier

Jacqueline Venier is a financial advisor at Plante Moran Financial Advisors. She is registered in Michigan. Jacqueline has been in the financial services industry since June 2006. Jacqueline has a Certified Financial Planner designation. She is also a partner at Plante & Moran, PLLC. Jacqueline's office is located at 1098 Woodward Ave in Detroit, Michigan. Jacqueline specializes in Portfolio management for individuals, Portfolio management for businesses and Financial planning.

Firm Information

Jacqueline Venier is currently registered with Plante Moran Financial Advisors. Plante Moran Financial Advisors is a registered investment advisor with approximately $20.53 billion in regulatory assets under management. The firm provides financial planning, portfolio management for businesses and individuals. Plante Moran Financial Advisors has 132 investment advisory professionals and serves a variety of clients, including high-net-worth individuals, families, corporations, charitable organizations and other businesses.
Plante Moran Financial Advisors

3000 TOWN CENTER

SOUTHFIELD, MI 48075

$20.53B

Assets Under Management

5

Total Clients

111

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jacqueline Venier’s Registration & Firm History

MI

02/04/2010 - Present

Plante Moran Financial Advisors (Detroit MI)

Not sure if Jacqueline Alexis Venier is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacqueline Alexis Venier.
Not sure if Jacqueline Alexis Venier is right for you?