Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Wingard-suggs is a registered investment advisor representative with Cetera Investment Advisers LLC. Jacqueline has been working in the financial services industry since July 2005 and has experience working with Ameriprise Financial Services, Inc., Associated Investment Services, Inc., AMCORE INVESTMENT SERVICES, INC, Chase Investment Services Corp., and BANC ONE SECURITIES CORPORATION. Jacqueline holds Series 6, 7, 63 and 66 licenses. Jacqueline’s specializations include retirement planning, education planning, estate planning, insurance planning, tax planning and long-term care planning.
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.
A percentage of the total value of assets under management is charged.
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2
IL
09/22/2020 - Present
Cetera Investment Advisers LLC (ROSCOE IL)
IL
11/12/2013 - 05/08/2014
AMERIPRISE FINANCIAL SERVICES, INC. (ROCKTON IL)
IL
03/19/2012 - 03/19/2013
ASSOCIATED INVESTMENT SERVICES, INC. (DEKALB IL)
IL
03/03/2009 - 08/30/2010
AMCORE INVESTMENT SERVICES, INC (ROCKFORD IL)
IL
07/06/2005 - 01/16/2007
CHASE INVESTMENT SERVICES CORP. (ROCKFORD IL)
IL
03/05/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 07/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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