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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Kronewitter is a financial advisor at Choreo, LLC and has over 20 years of experience in the financial industry. Jacqueline holds the Series 7 and Series 63 licenses. Jacqueline is also a Certified Financial Planner. Jacqueline is dedicated to providing personalized financial advice to help individuals and families achieve their financial goals. Jacqueline has a strong background in investment management, retirement planning, and estate planning. Jacqueline is committed to providing clients with the highest level of service and expertise.
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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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
IL
09/29/2021 - Present
Choreo, LLC (ROCKFORD IL)
IN
10/06/2005 - 08/24/2009
UVEST FINANCIAL SERVICES GROUP, INC. (SOUTH BEND IN)
WI
08/03/2001 - 10/03/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
09/16/1999 - 08/01/2001
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IA
Issued 03/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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