Unclaimed
Jacqueline Hanson Aime is a financial advisor with Ameriprise Financial Services, LLC. Jacqueline has been in the financial services industry since 2001. Jacqueline is a Certified Financial Planner and holds the Series 6, 7, 63, 66 and SIE licenses. Jacqueline has experience working with various client types including high-net-worth individuals, corporations and trusts/estates.
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
07/13/2023 - Present
Ameriprise Financial Services, LLC (Leesburg VA)
NJ
08/01/2018 - 06/01/2020
PRUCO SECURITIES, LLC. (NEWARK NJ)
DC
12/10/2013 - 07/06/2018
CUSO FINANCIAL SERVICES, L.P. (WASHINGTON DC)
VA
11/25/2009 - 02/23/2012
UNITED BROKERAGE SERVICES, INC (VIENNA VA)
VA
04/27/2009 - 11/05/2009
ALLSTATE FINANCIAL SERVICES, LLC (RESTON VA)
VA
10/11/2007 - 04/30/2009
ROYAL ALLIANCE ASSOCIATES, INC. (RESTON VA)
VA
05/16/2007 - 10/12/2007
LINSCO/PRIVATE LEDGER CORP. (MCLEAN VA)
VA
01/03/2006 - 04/11/2007
BB&T INVESTMENT SERVICES, INC. (FAIRFAX VA)
GA
03/08/2005 - 12/14/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
MA
10/20/2004 - 02/08/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
03/30/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MO
04/09/2002 - 03/18/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
GA
07/07/2000 - 04/08/2002
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NC
11/04/1997 - 06/27/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
09/26/1997 - 10/20/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 06/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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