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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquelyn? Claim Your ProfileJacquelyn Friedrich is a financial advisor with Beacon Pointe Advisors, LLC. Jacquelyn has over 15 years of experience in the financial services industry. Jacquelyn holds the Series 7 and Series 63 licenses. Jacquelyn is also a Certified Financial Planner. Jacquelyn's previous experience includes working with Raymond James Financial Services, Inc. and Altavista Wealth Management, Inc. Jacquelyn specializes in providing financial planning, pension consulting and portfolio management for businesses, individuals, and pooled investment vehicles.
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.
Consulting services
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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NC
02/28/2022 - Present
Beacon Pointe Advisors, LLC (Asheville NC)
NC
05/10/2007 - 02/25/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (ASHEVILLE NC)
BC
Issued 05/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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