Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Marie Jaeger is a financial advisor with over 25 years of experience in the financial services industry. Angela has been registered with Stifel, Nicolaus & Company, Inc. since March 2018. Prior to that, she worked for B. C. Ziegler and Company for 20 years and Norwest Investment Services, Inc. for less than a year. Angela is licensed to provide financial services in all 50 states. Angela has a strong track record of helping clients achieve their financial goals. Angela specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Angela is committed to providing her clients with personalized service and a high level of attention.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
WI
03/16/2018 - Present
Stifel, Nicolaus & Company, Inc. (APPLETON WI)
WI
01/06/1998 - 03/16/2018
B. C. ZIEGLER AND COMPANY (APPLETON WI)
MN
04/07/1997 - 01/13/1998
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
BC
Issued 04/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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