Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Zuleger is a financial advisor with over 20 years of experience in the industry. Jacqueline has been registered with Stifel, Nicolaus & Company, Inc. since August 2009. Prior to that, Jacqueline was a financial advisor at UBS Financial Services Inc. from August 2006 to August 2009, and Piper Jaffray & Co. from December 2000 to August 2006. Jacqueline specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles. Jacqueline is licensed to sell securities in 47 states, including Texas, Wisconsin, and more. Jacqueline has held the Series 7, Series 10, and Series 63 licenses and is also licensed to sell securities in Texas.
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.
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.
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2
WI
08/14/2009 - Present
Stifel, Nicolaus & Company, Inc. (APPLETON WI)
WI
08/12/2006 - 08/14/2009
UBS FINANCIAL SERVICES INC. (APPLETON WI)
WI
12/22/2000 - 08/12/2006
PIPER JAFFRAY & CO. (APPLETON WI)
BC
Issued 01/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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