Jacqualine Meyer Boie
Professional Summary
Jacqualine Meyer Boie is a registered financial advisor currently at LOCORR DISTRIBUTORS, LLC located in Excelsior, Minnesota. Jacqualine is registered as a RR (Registered Representative) and started their career in finance in 2015. Jacqualine has worked at 1 firm and has passed the Series 63, Series 99TO, SIE, Series 31, Series 7, Series 3 and Series 28 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
LOCORR DISTRIBUTORS, LLC | STRATEGIC TRADING, INC. | OCTAVUS LLC
Contact Information
Main Address
687 Excelsior Blvd, Excelsior, MN 55331Mailing Address
687 Excelsior Blvd, Excelsior, MN 55331Phone Number
(952) 767-6900Established
Minnesota since 02/07/2003Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (14 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(10/8/2015)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Aug 2015About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jacqualine Meyer Boie's CRS (Customer Relationship Summary).
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