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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquie? Claim Your ProfileJacquie Kathleen Lemarr is an Investment Advisor Representative with CS Planning Corp. Jacquie is registered in Arizona and Texas. She has over 10 years of experience in the financial services industry. She holds both Series 63 and 65 securities licenses and the SIE exam. Jacquie provides financial planning and portfolio management services for individuals and high-net-worth individuals. Her firm, CS Planning Corp., is based in Portland, Oregon and has a branch office in Scottsdale, Arizona. The firm provides financial planning and portfolio management services for both individuals and businesses. The firm manages over $957 million in assets.
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.
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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OR
03/30/2023 - Present
CS Planning Corp. (PORTLAND OR)
IA
Issued 03/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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