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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 Wingard-Suggs is a financial advisor registered with Cetera Investment Advisers LLC in Roscoe, IL. Jacqueline has been in the financial services industry since 2006. Jacqueline holds a Series 6, 7, and 66 license, and is licensed in the following states: Arizona, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, North Carolina, Wisconsin. Jacqueline also holds a Series 63 license. Jacqueline also works with First National Bank & Trust Company-Wealth Management. Jacqueline has worked with Ameriprise Financial Services, Inc., Associated Investment Services, Inc., Amcore Investment Services, Inc, Chase Investment Services Corp. and Banc One Securities Corporation.
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 7/1/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/5/2012
Series 7 - General Securities Representative Examination
BC
Issued 3/4/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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