Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronique? Claim Your ProfileVeronique Jaggi is a financial advisor with over 30 years of experience in the financial services industry. Veronique currently works for Wells Fargo Clearing Services, LLC and holds Series 63, 66 and 7 licenses. Veronique has a strong background in providing investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses. Veronique is registered to offer investment advisory services in 45 states and the District of Columbia.
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.
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.
Investment consulting services to institutional clients
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
CA
07/10/2013 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
NY
04/17/2008 - 03/05/2009
GOLDMAN, SACHS & CO. (NEW YORK NY)
CA
01/25/2001 - 12/14/2007
LEHMAN BROTHERS INC. (SAN FRANCISCO CA)
NJ
11/18/1987 - 10/19/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 06/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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