Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Keltner is a financial advisor at Robert W. Baird & Co. Inc. based in Bowling Green - Park Plaza, KY. Jacqueline has been in the industry since 2008 and is registered with FINRA and several states. Jacqueline holds the Series 66, Series 10, Series 9, SIE and Series 7 licenses. Jacqueline is a Certified Financial Planner and is also an author.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
KY
10/18/2019 - Present
Robert W. Baird & Co. Inc. (Bowling Green - Park Plaza KY)
KY
12/22/2014 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (BOWLING GREEN KY)
KY
11/04/2008 - 05/31/2013
NATIONAL PLANNING CORPORATION (LOUISVILLE KY)
BOTH
Issued 11/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/08/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jacqueline Keltner is the right advisor for you? Invested Better is here to help.
