Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael Lynn Jacques is a financial advisor who has been in the industry since February 2018. Rachael is currently registered with Ameriprise Financial Services, LLC, and is licensed to provide investment advice in several states, including Michigan, Texas, and Wisconsin. Rachael has passed the Series 66, SIE, and Series 7 exams, demonstrating expertise in securities and investment advisory services. Rachael provides a variety of services, including financial planning, asset allocation, and portfolio management for individuals and businesses. She is also involved in educational seminars and publication of periodicals related to financial planning. Rachael is committed to helping clients achieve their financial goals and believes in a personalized approach to financial 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.
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
MI
06/12/2019 - Present
Ameriprise Financial Services, LLC (Stephenson MI)
BOTH
Issued 03/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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