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Jackie Malich is listed as Financial Planning Assistant at Horizon Wealth Management, LLC, based in Indian Trail, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Jackie Malich.
Jackie Malich previously worked as Financial Planning Associate at Rw Wealth Management. Jackie Malich holds Bachelor'S Degree, Business Administration And Management, General from Illinois Wesleyan University.
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I began in the industry in 2011 as an administrative assistant. Since then, I have acquired my IL life insurance license, my Series 7/66 licenses, and my CFP certification. I am also a notary public. I lead the financial planning efforts at my firm and am heavily involved in servicing client relationships.The advisors at Horizon Wealth Management are registered with and offer securities through LPL Financial (LPL), member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment Advice offered through Horizon Wealth Management , a registered investment advisor.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The financial professional associated with this profile may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Retirement Planning, Financial Planning, Client Services, Presentations, and 11 others.
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La Grange, IL, US
Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Horizon Wealth Management, a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial.
Quick answers generated from the profile data available on this page.
Jackie Malich works for Horizon Wealth Management, LLC.
Jackie Malich is listed as Financial Planning Assistant at Horizon Wealth Management, LLC.
Jackie Malich is based in Indian Trail, North Carolina, United States while working with Horizon Wealth Management, LLC.
Jackie Malich has worked for Horizon Wealth Management, Llc and Rw Wealth Management.
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Jackie Malich holds Bachelor'S Degree, Business Administration And Management, General from Illinois Wesleyan University.
Jackie Malich is listed with skills including Retirement Planning, Financial Planning, Client Services, Presentations, Data Entry, Microsoft Excel, Microsoft Word, and Wealth Management.
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