Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelyn? Claim Your ProfileJacquelyn Lee Niedermeier is a financial advisor with over 14 years of experience in the industry. Jacquelyn is currently registered with Robert W. Baird & Co. Inc. and has been with the firm since April 2011. Jacquelyn specializes in providing investment advice and financial planning services to a range of clients, including individuals, families, businesses, and institutions. Prior to joining Robert W. Baird & Co. Inc., Jacquelyn worked at RBC Capital Markets, LLC, Wachovia Securities, LLC, and A.G. Edwards & Sons, Inc. Jacquelyn holds a Series 7, Series 66, and SIE license.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
05/10/2011 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
07/17/2008 - 05/09/2011
RBC CAPITAL MARKETS, LLC (BROOKFIELD WI)
WI
01/01/2008 - 08/21/2008
WACHOVIA SECURITIES, LLC (WAUESHA WI)
WI
12/06/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WAUESHA WI)
BOTH
Issued 04/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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