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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellie? Claim Your ProfileKellie Jacques is a financial advisor with over 20 years of experience in the financial services industry. Kellie is currently a registered representative with Ameriprise Financial Services, LLC and has been with the firm since March 2020. Before joining Ameriprise, Kellie worked for Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Kellie has a broad range of experience in the financial services industry. Kellie has expertise in portfolio management for individuals and businesses, financial planning, and asset allocation services. Kellie is also a certified financial planner. Kellie holds Series 7, Series 31, and Series 66 licenses.
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.
Asset allocation services
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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2
MA
11/24/2021 - Present
Ameriprise Financial Services, LLC (Newton MA)
MA
05/08/2009 - 03/17/2020
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
MA
10/26/2001 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
12/17/1999 - 11/09/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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