Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelyn? Claim Your ProfileJacquelyn Graf is a financial advisor with U.s. Bancorp Investments, Inc. Jacquelyn has been in the financial services industry since August 7, 1999. Jacquelyn holds the Series 6, Series 7, Series 63, and SIE licenses. Jacquelyn is registered with the state of Wisconsin. Prior to joining U.s. Bancorp Investments, Inc., Jacquelyn worked at BMO HARRIS FINANCIAL ADVISORS, INC., M&I FINANCIAL ADVISORS, INC, FIMCO SECURITIES GROUP, INC., QUASAR DISTRIBUTORS, LLC, WOODBURY FINANCIAL SERVICES, INC., 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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WI
02/13/2018 - Present
U.s. Bancorp Investments, Inc. (Germantown WI)
WI
08/01/2012 - 02/07/2018
BMO HARRIS FINANCIAL ADVISORS, INC. (MEQUON WI)
WI
11/20/2008 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (WEST BEND WI)
WI
06/12/2007 - 08/28/2008
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
ME
08/16/2006 - 05/03/2007
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MN
04/25/2005 - 01/25/2006
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IL
11/28/1997 - 07/09/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 12/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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