Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Morin Frazee has been a financial professional since 2008. Jacqueline is a registered representative with Commonwealth Financial Network. Jacqueline has experience in the financial services industry with previous experience at SII Investments, Inc. and Woodbury Financial Services, Inc. Jacqueline is also a co-owner of Midwest Financial Group, which provides securities, advisory, and insurance services.
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
11/27/2017 - Present
Commonwealth Financial Network (Madison WI)
WI
05/16/2011 - 11/27/2017
SII INVESTMENTS, INC. (MADISON WI)
WI
06/21/2010 - 04/14/2011
WOODBURY FINANCIAL SERVICES, INC. (MADISON WI)
WI
08/13/2008 - 06/21/2010
H.D. VEST INVESTMENT SERVICES (MADISON WI)
BOTH
Issued 10/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/11/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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