Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jacques is a financial advisor at Commonwealth Financial Network. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™ with over 30 years of experience in the financial services industry. Michael has a strong track record of providing financial advice to individuals and businesses. Michael is committed to providing clients with personalized financial advice and services tailored to their unique needs. He works with clients on a variety of financial planning needs, including retirement planning, investment management, insurance planning, and estate planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
03/25/2009 - Present
Commonwealth Financial Network (GREEN BAY WI)
WI
10/03/1994 - 01/08/2007
LINSCO/PRIVATE LEDGER CORP. (DENMARK WI)
VA
12/08/1992 - 10/04/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
WI
02/22/1988 - 12/05/1992
SECURA INVESTMENTS, INC. (APPLETON WI)
BC
Issued 02/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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