Unclaimed
Jacqueline Taradash-bennett has been in the financial services industry since 1997. Jacqueline is currently a Registered Representative at Ameriprise Financial Services, LLC, and has held previous positions with ING Financial Advisers, LLC, ING Financial Partners, Inc., Directed Services LLC, ING America Equities, Inc., and Ameriprise Financial Services, Inc. Jacqueline is registered with the state of Minnesota and holds a Series 63, Series 4, Series 53, Series 24, SIE, Series 7, and Series 6 license. Jacqueline specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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.
1
2
MN
10/01/2012 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
01/13/2011 - 09/17/2012
ING FINANCIAL ADVISERS, LLC (MINNEAPOLIS MN)
MN
01/13/2011 - 09/17/2012
ING FINANCIAL PARTNERS, INC. (MINNEAPOLIS MN)
MN
11/24/2006 - 09/17/2012
DIRECTED SERVICES LLC (MINNEAPOLIS MN)
MN
11/24/2006 - 09/17/2012
ING AMERICA EQUITIES, INC. (MINNEAPOLIS MN)
MN
02/26/1997 - 11/08/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/26/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2014
Series 4 - Registered Options Principal Examination
BC
Issued 02/03/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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