Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Antone is a financial advisor with Ameriprise Financial Services, LLC, and has been in the financial services industry since 1993. Jacqueline holds a Series 6, 7, and 66 licenses and is registered with the state of Illinois, Michigan and Texas. Jacqueline is also a registered investment advisor (IA) in Illinois, Michigan and Texas. Prior to joining Ameriprise Financial, Jacqueline worked with WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC.
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.
Asset allocation services
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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MI
11/20/2020 - Present
Ameriprise Financial Services, LLC (PORTAGE MI)
MI
01/01/2008 - 11/23/2020
WELLS FARGO CLEARING SERVICES, LLC (GRAND RAPIDS MI)
MI
08/15/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GRAND RAPIDS MI)
NY
08/28/1998 - 08/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
OH
10/21/1994 - 09/10/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
VA
03/12/1993 - 11/23/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
BOTH
Issued 10/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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