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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 Vaughn Mjolhus is a financial advisor with over 20 years of experience in the industry. Jacqueline is registered with Wells Fargo Clearing Services, LLC and has a Series 66 license. Jacqueline has worked for Wells Fargo Clearing Services, LLC for 6 years and has also held positions at Wells Fargo Investments, LLC, American Express Financial Advisors Inc. and IDS Life Insurance Company. Jacqueline specializes in investments and financial planning. Jacqueline has a passion for helping her clients achieve their financial goals. Jacqueline is committed to providing her clients with personalized service and advice.
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.
Investment consulting services to institutional 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.
1
2
MN
11/05/2013 - Present
Wells Fargo Clearing Services, LLC (COON RAPIDS MN)
MN
11/21/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ANOKA MN)
MN
03/10/2003 - 10/28/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/10/2003 - 10/28/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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