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Jennifer Ann Laduca

Personal Investment Management Inc.

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About Jennifer Ann Laduca

Jennifer Laduca is an investment advisor representative with Personal Investment Management Inc., located in Redmond, WA. Jennifer has been with Personal Investment Management Inc. since July 2014. Jennifer Laduca is registered to provide investment advisory services in Washington. Jennifer Laduca holds a Series 65 license and is affiliated with one firm. Jennifer Laduca specializes in portfolio management for individuals and investment consulting services.

Firm Information

Jennifer Laduca is currently registered with Personal Investment Management Inc.. Personal Investment Management Inc., located in REDMOND, WA, is an investment advisor with 4 investment advisor representatives. They manage approximately $567,628,630 in assets for 1,382 clients. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations.
Personal Investment Management Inc.

22500 NE MARKETPLACE DRIVE

REDMOND, WA 98053

$567.63M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Laduca’s Registration & Firm History

WA

06/30/2020 - Present

Personal Investment Management Inc. (REDMOND WA)

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Licenses & Designations

IA

Issued 06/30/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Ann Laduca.
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