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.
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Financial Planning AssistantHorizon Wealth Management, Llc Jan 2019 - PresentLa Grange, Il, UsSecurities 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 and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial 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. -
Financial Planning AssociateRw Wealth Management Jan 2011 - Dec 2018
Jackie Malich Skills
Jackie Malich Education Details
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Illinois Wesleyan UniversityGeneral
Frequently Asked Questions about Jackie Malich
What company does Jackie Malich work for?
Jackie Malich works for Horizon Wealth Management, Llc
What is Jackie Malich's role at the current company?
Jackie Malich's current role is CFP.
What schools did Jackie Malich attend?
Jackie Malich attended Illinois Wesleyan University.
What skills is Jackie Malich known for?
Jackie Malich has skills like Retirement Planning, Financial Planning, Client Services, Presentations, Data Entry, Microsoft Excel, Microsoft Word, Wealth Management, Life Insurance, Customer Relationship Management, Finance, Customer Service.
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