Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paige? Claim Your ProfilePaige Jacquelyn Valchuis is an investment advisor representative and registered representative with Ameriprise Financial Services, LLC. Paige is a licensed professional with a Series 7, Series 66, and SIE. Paige is active in the industry since January 22, 2013. Paige works with a wide range of clients, including individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Paige is a registered representative with the Financial Industry Regulatory Authority (FINRA) and a registered investment advisor representative with the State of Texas. Paige is also registered as an investment advisor in 29 other states.
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.
1
2
MA
11/08/2021 - Present
Ameriprise Financial Services, LLC (Auburndale MA)
BOTH
Issued 04/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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