Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaqueline? Claim Your ProfileJaqueline Kelly is an investment advisor representative at Plancorp, LLC. Jaqueline holds a Series 65 license and is registered with the state of Illinois and Missouri. Jaqueline has been in the financial services industry since 2013. Jaqueline has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Plancorp, LLC offers a variety of advisory services including financial planning, portfolio management, and pension consulting. The firm's main office is located in Saint Louis, Missouri.
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.
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.
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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MO
09/04/2024 - Present
Plancorp, LLC (SAINT LOUIS MO)
IA
Issued 09/04/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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