Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennine? Claim Your ProfileJennine Lacroix is a financial advisor registered with Wealthspire Advisors. Jennine is also registered as an Investment Advisor Representative in Maryland and Texas. Jennine has been in the financial industry since June 2002. Jennine holds the Series 7 and Series 65 licenses and is a Certified Financial Planner. Jennine is located at 8170 Maple Lawn Blvd, Suite 100 in Fulton, Maryland.
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.
Helps you choose top advisors aligned with your financial 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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MD
03/31/2021 - Present
Wealthspire Advisors (Fulton MD)
FL
06/21/1996 - 09/17/1996
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
IA
Issued 09/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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