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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 Vaughan is a financial advisor who has been active in the industry since May 27, 2019. Jacqueline Vaughan is currently registered with Ameriprise Financial Services, LLC. Jacqueline Vaughan is also registered as an investment advisor representative with the state of Virginia. Jacqueline Vaughan has passed the Uniform Combined State Law Examination (Series 66), General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Jacqueline Vaughan's firm, Ameriprise Financial Services, LLC, is based in Minneapolis, Minnesota and has over $1 billion - $10 billion in assets under management. The firm offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
VA
10/12/2020 - Present
Ameriprise Financial Services, LLC (GALAX VA)
BOTH
Issued 11/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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