Jacqueline Vermette (CRD# 7061780) is an Investment Advisor Representative working at Equitable Advisors, LLC in Kalamazoo, MI and has over 4 years of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Nov 2021 - Current | 2 |
| Unemployed | Kalamazoo, MI | Dec 2020 - Nov 2021 | < 1 |
| Minnesota Life Insurance Company | St Paul, MN | Jun 2020 - Dec 2020 | < 1 |
| Securian Financial Services Inc. | St Paul, MN | Jun 2020 - Dec 2020 | < 1 |
| Securian Financial Advisors Of Great Lakes | Novi, MI | Jun 2020 - Dec 2020 | < 1 |
| Unemployed | Kalamzoo, MI | Mar 2020 - May 2020 | < 1 |
| Oppenheimer & Company, Inc. | Kalamazoo, MI | Jan 2019 - Feb 2020 | 1 |
| Unemployed | Kalamzoo, MI | Nov 2018 - Jan 2019 | < 1 |
| Veteran Affairs Medical Center | Battle Creek/ Grand Rapids, MI | Oct 2015 - Nov 2018 | 3 |
| Southern Michigan Orthopaedics/ Bronson Hospital | Battle Creek, MI | Feb 2013 - Oct 2015 | 2 |
| Olive Garden Restaurant | Portage, MI | Apr 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- MI
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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