Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelyn? Claim Your ProfileJacquelyn Sklenar is a financial advisor registered in Wisconsin with Annex Wealth Management, LLC. Jacquelyn is a highly experienced advisor, with decades of experience in the industry and a broad range of expertise. Jacquelyn has held previous positions with firms like H. Beck, Inc. and ING Financial Partners, Inc.
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.
Consultation for a fee
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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WI
12/16/2014 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
WI
05/23/2013 - 12/31/2018
H. BECK, INC. (Delafield WI)
WI
04/29/2010 - 04/08/2013
SII INVESTMENTS, INC. (BROOKFIELD WI)
WI
01/14/2008 - 04/27/2010
ING FINANCIAL PARTNERS, INC. (PEWAUKEE WI)
WI
01/01/2002 - 01/23/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/01/1991 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 11/15/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 02/27/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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