Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Ampe is a financial advisor with over 20 years of experience in the financial industry. Jacqueline is currently registered with Wealth Enhancement Advisory Services, LLC, a firm based in Plymouth, Minnesota. Jacqueline has previously worked with 1st Global Capital Corp. and American Express Financial Advisors Inc. Jacqueline has a broad range of experience including providing financial planning services, portfolio management, and ERISA 3(38) investment manager services to individuals, corporations, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
10/16/2014 - Present
Wealth Enhancement Advisory Services, LLC (SARTELL MN)
MN
03/25/2004 - 05/21/2014
1ST GLOBAL CAPITAL CORP. (SARTELL MN)
NA
05/23/1989 - 03/30/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
05/23/1989 - 03/30/1992
IDS LIFE INSURANCE COMPANY
IA
Issued 09/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2007
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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