Unclaimed
Jacqueline Eldridge is a financial advisor at Ameriprise Financial Services, LLC. Jacqueline has been a registered representative for over 17 years. Her previous roles include time at Wells Fargo Clearing Services, LLC, BB&T Investment Services, Inc., and Morgan Keegan & Company, Inc. Jacqueline is licensed in several states including Alabama, California, Florida, Georgia, Indiana, Mississippi, New Jersey, Ohio, South Carolina, and Tennessee.
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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2
GA
05/21/2020 - Present
Ameriprise Financial Services, LLC (DULUTH GA)
GA
04/30/2013 - 05/27/2020
WELLS FARGO CLEARING SERVICES, LLC (LAWRENCEVILLE GA)
GA
01/11/2011 - 04/15/2013
BB&T INVESTMENT SERVICES, INC. (GAINESVILLE GA)
GA
10/19/2005 - 07/22/2010
MORGAN KEEGAN & COMPANY, INC. (GAINESVILLE GA)
BOTH
Issued 04/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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