Unclaimed
Jennie Lou Zajicek is a financial advisor with RBC Capital Markets, LLC. Jennie has been in the industry for over 20 years and is registered in 38 states. Jennie holds Series 7 and Series 63 licenses as well as the SIE designation. She specializes in a variety of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Jennie has previous experience with Feltl & Company, Multi-Financial Securities Corporation, Wells Fargo Investments, LLC, and Marquette Financial Group, 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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
MN
07/07/2005 - Present
RBC Capital Markets, LLC (MINNETONKA MN)
MN
05/03/2004 - 07/21/2005
FELTL & COMPANY (PLYMOUTH MN)
CO
05/06/2003 - 12/19/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
CA
05/29/2002 - 09/17/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
09/18/1996 - 05/29/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
BC
Issued 10/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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