Unclaimed
Jacqueline Sedlak is a financial advisor registered with Hightower Advisors, LLC. Jacqueline has been in the industry since 2011. Jacqueline has passed Series 7, 24, 52, 53, 66, and SIE exams. Jacqueline has worked with a variety of financial firms during her career including William Blair and Wintrust Investments LLC.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/16/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
IL
05/09/2022 - 08/30/2023
WILLIAM BLAIR (CHICAGO IL)
IL
11/21/2011 - 05/06/2022
WINTRUST INVESTMENTS LLC (Macomb IL)
IL
08/15/2011 - 11/23/2011
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
BOTH
Issued 11/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2015
Series 4 - Registered Options Principal Examination
BC
Issued 11/27/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/19/2012
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 08/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jacqueline Sedlak is the right advisor for you? Invested Better is here to help.