Unclaimed
Jacqueline Carrico is a registered investment advisor representative at Riverfront Investment Group, LLC in Richmond, VA. Jacqueline has been in the securities industry since 2014. Jacqueline is also a registered representative with the firm. Jacqueline has a Series 7 and Series 66 license. Jacqueline is also a director of internal sales for Riverfront Investment Group. In addition to her work with Riverfront Investment Group, Jacqueline is also a registered representative for ALPS Distributors, Inc.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Provide investment models to uma and model delivery platforms
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.
A percentage of the total value of assets under management is charged.
1
2
VA
07/05/2017 - Present
Riverfront Investment Group, LLC (RICHMOND VA)
VA
01/20/2016 - 04/24/2017
WEALTHFORGE SECURITIES, LLC (RICHMOND VA)
VA
04/22/2014 - 01/04/2016
MORGAN STANLEY (RICHMOND VA)
BOTH
Issued 05/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jacqueline Carrico is the right advisor for you? Invested Better is here to help.