Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monique? Claim Your ProfileMonique Jaglowski is a financial advisor with over 15 years of experience in the industry. Monique is currently registered with LPL Financial LLC, where she provides a range of financial services to individuals, families, and businesses. Monique has worked for a variety of financial institutions, including UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, BMO Investment Distributors, LLC, Foreside Financial Services, LLC, and Allspring Funds Distributor, LLC. Monique has a broad range of experience in the financial services industry, including investments, financial planning, and retirement planning. Monique has a strong commitment to providing her clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
06/21/2024 - Present
LPL Financial LLC (Milwaukee WI)
WI
08/25/2021 - 04/05/2024
ALLSPRING FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
IL
01/02/2020 - 08/03/2021
FORESIDE FINANCIAL SERVICES, LLC (Chicago IL)
IL
12/22/2014 - 12/31/2019
BMO INVESTMENT DISTRIBUTORS, LLC (CHICAGO IL)
IL
08/13/2013 - 09/08/2014
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
05/13/2009 - 08/02/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 06/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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