Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Marie Karpinsky is an investment advisor representative with Northwestern Mutual Investment Services, LLC, registered in Wisconsin. Jacqueline has been in the industry since 2013 and has experience with both Northwestern Mutual Investment Services, LLC and other firms. In addition to working with Northwestern Mutual Investment Services, LLC, Jacqueline is also affiliated with James Woelfel. Jacqueline has a Series 7 license and is also registered with the state of Wisconsin.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WI
01/17/2019 - Present
Northwestern Mutual Investment Services, LLC (Appleton WI)
WI
10/23/2017 - 10/30/2018
WOODBURY FINANCIAL SERVICES, INC. (GREEN BAY WI)
WI
05/24/2017 - 10/31/2017
LPL FINANCIAL LLC (GREEN BAY WI)
WI
07/08/2014 - 05/26/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (APPLETON WI)
WI
01/10/2013 - 05/15/2014
J.P. MORGAN SECURITIES LLC (GREEN BAY WI)
BOTH
Issued 10/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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