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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Mlechick is a financial advisor at Ameriprise Financial Services, LLC, a firm that manages over $479 billion in assets. Jacqueline has been working in the financial services industry since 2019 and is registered with the state of Nevada as a registered representative and investment advisor representative. Jacqueline is also a licensed principal with FINRA and has a Series 24 license. Jacqueline holds the Series 7, Series 66, and the SIE exams and has been licensed and active in the securities industry for over 3 years. Jacqueline offers financial planning services to individuals, families, and businesses. Jacqueline also provides asset allocation services, pension consulting, educational seminars, and publication of periodicals.
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
NV
01/06/2022 - Present
Ameriprise Financial Services, LLC (Las Vegas NV)
BOTH
Issued 08/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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